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 | $185,863 | $167,484+11.0% | $151,611+22.6% | $134,475+38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.01% | 7.80%-14.8pp | 3.33%-10.3pp | 417.96%-425.0pp |
| Employer contribution / active EE | $7,540 | $6,829+10.4% | $6,166+22.3% | $4,740+59.1% |
| Participant deferral / active EE | $16,020 | $8,986+78.3% | $8,363+91.5% | $6,400+150.3% |
| Admin fee / account holder | $170 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |