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 6-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 | $139,200 | $167,484-16.9% | $151,611-8.2% | $134,475+3.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.96% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-429.9pp |
| Employer contribution / active EE | $24,091 | $6,829+252.8% | $6,166+290.7% | $4,740+408.3% |
| Participant deferral / active EE | $15,068 | $8,986+67.7% | $8,363+80.2% | $6,400+135.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |