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 | $140,840 | $167,484-15.9% | $151,611-7.1% | $134,475+4.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.20% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $10,738 | $6,829+57.2% | $6,166+74.2% | $4,740+126.6% |
| Participant deferral / active EE | $13,802 | $8,986+53.6% | $8,363+65.0% | $6,400+115.7% |
| Admin fee / account holder | $19 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |