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 | $206,639 | $135,635+52.3% | $110,238+87.4% | $135,375+52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.08% | 513.19%-514.3pp | 314.74%-315.8pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,872 | $4,906-41.5% | $3,826-25.0% | $4,779-39.9% |
| Participant deferral / active EE | $2,251 | $5,506-59.1% | $4,672-51.8% | $5,609-59.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |