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 | $187,310 | $190,805-1.8% | $159,960+17.1% | $134,475+39.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.53% | 552.23%-568.8pp | 408.60%-425.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,582 | $4,995+111.8% | $4,226+150.4% | $4,740+123.3% |
| Participant deferral / active EE | $8,125 | $6,923+17.4% | $6,182+31.4% | $6,400+27.0% |
| Admin fee / account holder | $190 | $10,471-98.2% | $8,698-97.8% | $11,426-98.3% |