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 | $80,833 | $99,640-18.9% | $86,436-6.5% | $134,475-39.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.28% | 6782.58%-6795.9pp | 4394.89%-4408.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,830 | $4,400-13.0% | $3,769+1.6% | $4,740-19.2% |
| Participant deferral / active EE | $5,936 | $7,246-18.1% | $6,952-14.6% | $6,400-7.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |