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 | $82,038 | $197,825-58.5% | $155,790-47.3% | $125,391-34.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.22% | 86.74%-88.0pp | 71.54%-72.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $4,115 | $4,847-15.1% | $3,836+7.3% | $4,866-15.4% |
| Participant deferral / active EE | $11,500 | $5,630+104.3% | $4,797+139.7% | $5,352+114.9% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |