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 | $38,157 | $127,386-70.0% | $115,037-66.8% | $125,391-69.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.19% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $13,527 | $5,166+161.8% | $4,608+193.6% | $4,866+178.0% |
| Participant deferral / active EE | $7,907 | $6,423+23.1% | $6,026+31.2% | $5,352+47.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |