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 | $127,583 | $127,386+0.2% | $115,037+10.9% | $125,391+1.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.23% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,667 | $5,166-48.4% | $4,608-42.1% | $4,866-45.2% |
| Participant deferral / active EE | $5,333 | $6,423-17.0% | $6,026-11.5% | $5,352-0.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |