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 8-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 | $104,080 | $57,354+81.5% | $83,848+24.1% | $64,186+62.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.49% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,474 | $2,545-2.8% | $3,631-31.9% | $2,381+3.9% |
| Participant deferral / active EE | $7,438 | $2,993+148.5% | $4,082+82.2% | $3,470+114.4% |
| Admin fee / account holder | $81 | $4,046-98.0% | $5,478-98.5% | $4,888-98.3% |