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 9-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 | $74,561 | $167,484-55.5% | $151,611-50.8% | $134,475-44.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.94% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,857 | $6,829+44.3% | $6,166+59.9% | $4,740+108.0% |
| Participant deferral / active EE | $11,364 | $8,986+26.5% | $8,363+35.9% | $6,400+77.6% |
| Admin fee / account holder | $64 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |