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 7-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 | $58,476 | $167,484-65.1% | $151,611-61.4% | $134,475-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.08% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $7,472 | $6,829+9.4% | $6,166+21.2% | $4,740+57.7% |
| Participant deferral / active EE | $9,087 | $8,986+1.1% | $8,363+8.7% | $6,400+42.0% |
| Admin fee / account holder | $152 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |