See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,454 | $167,307-59.1% | $143,757-52.4% | $134,475-49.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.52% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,375 | $5,619-4.3% | $4,951+8.6% | $4,740+13.4% |
| Participant deferral / active EE | $9,467 | $6,446+46.9% | $5,637+67.9% | $6,400+47.9% |
| Admin fee / account holder | $13 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |