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 | $162,504 | $167,484-3.0% | $151,611+7.2% | $134,475+20.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.46% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,301 | $6,829-37.0% | $6,166-30.3% | $4,740-9.3% |
| Participant deferral / active EE | $14,505 | $8,986+61.4% | $8,363+73.4% | $6,400+126.7% |
| Admin fee / account holder | $118 | $13,783-99.1% | $11,616-99.0% | $11,426-99.0% |