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 | $157,522 | $190,805-17.4% | $159,960-1.5% | $134,475+17.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.40% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,125 | $4,995+2.6% | $4,226+21.3% | $4,740+8.1% |
| Participant deferral / active EE | $12,027 | $6,923+73.7% | $6,182+94.5% | $6,400+87.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |