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 | $47,794 | $167,484-71.5% | $151,611-68.5% | $134,475-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.17% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,537 | $6,829-62.9% | $6,166-58.9% | $4,740-46.5% |
| Participant deferral / active EE | $14,947 | $8,986+66.3% | $8,363+78.7% | $6,400+133.6% |
| Admin fee / account holder | $188 | $13,783-98.6% | $11,616-98.4% | $11,426-98.4% |