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 | $160,502 | $167,484-4.2% | $151,611+5.9% | $134,475+19.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.62% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $35,798 | $6,829+424.2% | $6,166+480.6% | $4,740+655.3% |
| Participant deferral / active EE | $6,883 | $8,986-23.4% | $8,363-17.7% | $6,400+7.6% |
| Admin fee / account holder | $290 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |