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 10-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 | $184,194 | $190,805-3.5% | $159,960+15.1% | $134,475+37.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.37% | 552.23%-564.6pp | 408.60%-421.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,679 | $4,995-46.4% | $4,226-36.6% | $4,740-43.5% |
| Participant deferral / active EE | $2,875 | $6,923-58.5% | $6,182-53.5% | $6,400-55.1% |
| Admin fee / account holder | $45 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |