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 | $165,194 | $167,307-1.3% | $143,757+14.9% | $134,475+22.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.25% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $19,170 | $5,619+241.2% | $4,951+287.2% | $4,740+304.5% |
| Participant deferral / active EE | $7,953 | $6,446+23.4% | $5,637+41.1% | $6,400+24.3% |
| Admin fee / account holder | $110 | $18,088-99.4% | $14,673-99.3% | $11,426-99.0% |