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 | $148,298 | $167,484-11.5% | $151,611-2.2% | $134,475+10.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.57% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $15,031 | $6,829+120.1% | $6,166+143.8% | $4,740+217.1% |
| Participant deferral / active EE | $9,826 | $8,986+9.4% | $8,363+17.5% | $6,400+53.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |