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 9-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 | $87,864 | $158,817-44.7% | $121,196-27.5% | $135,375-35.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.76% | -0.64%-8.1pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $7,001 | $5,665+23.6% | $4,022+74.1% | $4,779+46.5% |
| Participant deferral / active EE | $12,333 | $4,005+208.0% | $3,344+268.8% | $5,609+119.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |