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 | $65,811 | $190,805-65.5% | $159,960-58.9% | $134,475-51.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.03% | 552.23%-569.3pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,176 | $4,995+23.6% | $4,226+46.2% | $4,740+30.3% |
| Participant deferral / active EE | $6,176 | $6,923-10.8% | $6,182-0.1% | $6,400-3.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |