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 | $150,535 | $167,484-10.1% | $151,611-0.7% | $134,475+11.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.39% | 7.80%-20.2pp | 3.33%-15.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $19,134 | $6,829+180.2% | $6,166+210.3% | $4,740+303.7% |
| Participant deferral / active EE | $17,780 | $8,986+97.9% | $8,363+112.6% | $6,400+177.8% |
| Admin fee / account holder | $21 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |