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 | $106,967 | $167,484-36.1% | $151,611-29.4% | $134,475-20.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.84% | 7.80%-17.6pp | 3.33%-13.2pp | 417.96%-427.8pp |
| Employer contribution / active EE | $11,645 | $6,829+70.5% | $6,166+88.9% | $4,740+145.7% |
| Participant deferral / active EE | $14,556 | $8,986+62.0% | $8,363+74.0% | $6,400+127.4% |
| Admin fee / account holder | $125 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |