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 | $147,711 | $138,065+7.0% | $123,544+19.6% | $135,375+9.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.91% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,566 | $5,151-50.2% | $4,628-44.6% | $4,779-46.3% |
| Participant deferral / active EE | $4,873 | $6,799-28.3% | $6,426-24.2% | $5,609-13.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |