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 | $171,910 | $190,805-9.9% | $159,960+7.5% | $134,475+27.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.45% | 552.23%-559.7pp | 408.60%-416.1pp | 417.96%-425.4pp |
| Employer contribution / active EE | $13,999 | $4,995+180.2% | $4,226+231.3% | $4,740+195.4% |
| Participant deferral / active EE | $13,393 | $6,923+93.5% | $6,182+116.6% | $6,400+109.3% |
| Admin fee / account holder | $120 | $10,471-98.9% | $8,698-98.6% | $11,426-98.9% |