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 | $41,443 | $167,484-75.3% | $151,611-72.7% | $134,475-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.86% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,810 | $6,829-58.9% | $6,166-54.4% | $4,740-40.7% |
| Participant deferral / active EE | $13,733 | $8,986+52.8% | $8,363+64.2% | $6,400+114.6% |
| Admin fee / account holder | $70 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |