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 | $160,595 | $167,307-4.0% | $143,757+11.7% | $134,475+19.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.77% | 0.46%-3.2pp | -0.04%-2.7pp | 417.96%-420.7pp |
| Employer contribution / active EE | $15,078 | $5,619+168.3% | $4,951+204.5% | $4,740+218.1% |
| Participant deferral / active EE | $13,667 | $6,446+112.0% | $5,637+142.4% | $6,400+113.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |