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 | $159,101 | $167,484-5.0% | $151,611+4.9% | $134,475+18.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.77% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,000 | $8,986-55.5% | $8,363-52.2% | $6,400-37.5% |
| Admin fee / account holder | $7 | $13,783-100.0% | $11,616-99.9% | $11,426-99.9% |