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 | $173,133 | $167,484+3.4% | $151,611+14.2% | $134,475+28.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.31% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $16,590 | $6,829+142.9% | $6,166+169.1% | $4,740+250.0% |
| Participant deferral / active EE | $11,679 | $8,986+30.0% | $8,363+39.6% | $6,400+82.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |