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 | $180,456 | $190,805-5.4% | $159,960+12.8% | $134,475+34.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.76% | 552.23%-567.0pp | 408.60%-423.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $22,667 | $4,995+353.8% | $4,226+436.4% | $4,740+378.2% |
| Participant deferral / active EE | $24,833 | $6,923+258.7% | $6,182+301.7% | $6,400+288.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |