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 5-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 | $126,983 | $167,484-24.2% | $151,611-16.2% | $134,475-5.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.45% | 7.80%-27.2pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $17,078 | $6,829+150.1% | $6,166+177.0% | $4,740+260.3% |
| Participant deferral / active EE | $19,232 | $8,986+114.0% | $8,363+130.0% | $6,400+200.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |