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 5-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 | $75,522 | $167,484-54.9% | $151,611-50.2% | $134,475-43.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.95% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,882 | $6,829-57.8% | $6,166-53.3% | $4,740-39.2% |
| Participant deferral / active EE | $6,470 | $8,986-28.0% | $8,363-22.6% | $6,400+1.1% |
| Admin fee / account holder | $108 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |