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 | $72,241 | $167,484-56.9% | $151,611-52.4% | $134,475-46.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.66% | 7.80%-18.5pp | 3.33%-14.0pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,882 | $6,829-43.1% | $6,166-37.0% | $4,740-18.1% |
| Participant deferral / active EE | $11,351 | $8,986+26.3% | $8,363+35.7% | $6,400+77.4% |
| Admin fee / account holder | $239 | $13,783-98.3% | $11,616-97.9% | $11,426-97.9% |