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 | $28,109 | $167,484-83.2% | $151,611-81.5% | $134,475-79.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.20% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,608 | $6,829-61.8% | $6,166-57.7% | $4,740-45.0% |
| Participant deferral / active EE | $6,840 | $8,986-23.9% | $8,363-18.2% | $6,400+6.9% |
| Admin fee / account holder | $131 | $13,783-99.0% | $11,616-98.9% | $11,426-98.9% |