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 8-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 | $132,670 | $167,484-20.8% | $151,611-12.5% | $134,475-1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.55% | 7.80%-14.4pp | 3.33%-9.9pp | 417.96%-424.5pp |
| Employer contribution / active EE | $17,560 | $6,829+157.1% | $6,166+184.8% | $4,740+270.5% |
| Participant deferral / active EE | $11,502 | $8,986+28.0% | $8,363+37.5% | $6,400+79.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |