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 | $175,244 | $190,805-8.2% | $159,960+9.6% | $134,475+30.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.28% | 552.23%-557.5pp | 408.60%-413.9pp | 417.96%-423.2pp |
| Employer contribution / active EE | $21,347 | $4,995+327.3% | $4,226+405.2% | $4,740+350.4% |
| Participant deferral / active EE | $13,825 | $6,923+99.7% | $6,182+123.6% | $6,400+116.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |