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 7-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 | $127,777 | $190,805-33.0% | $159,960-20.1% | $134,475-5.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.30% | 552.23%-564.5pp | 408.60%-420.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $13,012 | $4,995+160.5% | $4,226+207.9% | $4,740+174.5% |
| Participant deferral / active EE | $12,320 | $6,923+78.0% | $6,182+99.3% | $6,400+92.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |