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 | $76,397 | $167,484-54.4% | $151,611-49.6% | $134,475-43.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.26% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,524 | $6,829-63.0% | $6,166-59.1% | $4,740-46.7% |
| Participant deferral / active EE | $18,633 | $8,986+107.4% | $8,363+122.8% | $6,400+191.2% |
| Admin fee / account holder | $113 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |