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 | $119,407 | $135,635-12.0% | $110,238+8.3% | $135,375-11.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.03% | 513.19%-516.2pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,726 | $4,906-44.4% | $3,826-28.8% | $4,779-43.0% |
| Participant deferral / active EE | $5,192 | $5,506-5.7% | $4,672+11.1% | $5,609-7.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |