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 | $126,398 | $197,825-36.1% | $155,790-18.9% | $125,391+0.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.23% | 86.74%-85.5pp | 71.54%-70.3pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,683 | $4,847-65.3% | $3,836-56.1% | $4,866-65.4% |
| Participant deferral / active EE | $3,236 | $5,630-42.5% | $4,797-32.6% | $5,352-39.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |