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 6-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 | $94,890 | $167,484-43.3% | $151,611-37.4% | $134,475-29.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.00% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $9,406 | $6,829+37.7% | $6,166+52.5% | $4,740+98.5% |
| Participant deferral / active EE | $18,813 | $8,986+109.4% | $8,363+124.9% | $6,400+194.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |