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 | $166,477 | $167,484-0.6% | $151,611+9.8% | $134,475+23.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.50% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $32,627 | $6,829+377.8% | $6,166+429.1% | $4,740+588.4% |
| Participant deferral / active EE | $20,796 | $8,986+131.4% | $8,363+148.7% | $6,400+225.0% |
| Admin fee / account holder | $2 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |