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 | $123,091 | $167,484-26.5% | $151,611-18.8% | $134,475-8.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.93% | 7.80%-17.7pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $14,197 | $6,829+107.9% | $6,166+130.2% | $4,740+199.5% |
| Participant deferral / active EE | $23,870 | $8,986+165.6% | $8,363+185.4% | $6,400+273.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |