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 | $171,304 | $167,484+2.3% | $151,611+13.0% | $134,475+27.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.67% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $33,980 | $6,829+397.6% | $6,166+451.1% | $4,740+616.9% |
| Participant deferral / active EE | $19,000 | $8,986+111.4% | $8,363+127.2% | $6,400+196.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |