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 | $89,325 | $167,484-46.7% | $151,611-41.1% | $134,475-33.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.99% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $20,427 | $8,986+127.3% | $8,363+144.2% | $6,400+219.2% |
| Admin fee / account holder | $39 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |