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 | $33,007 | $167,484-80.3% | $151,611-78.2% | $134,475-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.61% | 7.80%-20.4pp | 3.33%-15.9pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,783 | $6,829-73.9% | $6,166-71.1% | $4,740-62.4% |
| Participant deferral / active EE | $12,698 | $8,986+41.3% | $8,363+51.8% | $6,400+98.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |