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 6-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 | $160,414 | $167,484-4.2% | $151,611+5.8% | $134,475+19.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.50% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $13,400 | $6,829+96.2% | $6,166+117.3% | $4,740+182.7% |
| Participant deferral / active EE | $22,841 | $8,986+154.2% | $8,363+173.1% | $6,400+256.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |