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 | $162,995 | $167,484-2.7% | $151,611+7.5% | $134,475+21.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.92% | 7.80%-9.7pp | 3.33%-5.2pp | 417.96%-419.9pp |
| Employer contribution / active EE | $6,296 | $6,829-7.8% | $6,166+2.1% | $4,740+32.8% |
| Participant deferral / active EE | $19,150 | $8,986+113.1% | $8,363+129.0% | $6,400+199.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |