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 | $173,233 | $180,449-4.0% | $154,107+12.4% | $135,375+28.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.40% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,737 | $6,035-38.1% | $5,298-29.5% | $4,779-21.8% |
| Participant deferral / active EE | $5,408 | $5,806-6.8% | $5,081+6.5% | $5,609-3.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |