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 | $148,366 | $211,958-30.0% | $169,463-12.4% | $135,375+9.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.03% | 3.26%-3.2pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $11,693 | $5,120+128.4% | $4,159+181.2% | $4,779+144.7% |
| Participant deferral / active EE | $12,194 | $6,075+100.7% | $5,277+131.1% | $5,609+117.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |