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 7-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 | $140,430 | $167,484-16.2% | $151,611-7.4% | $134,475+4.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.34% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $23,000 | $6,829+236.8% | $6,166+273.0% | $4,740+385.3% |
| Participant deferral / active EE | $26,631 | $8,986+196.4% | $8,363+218.4% | $6,400+316.1% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |