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 7-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 | $125,840 | $142,344-11.6% | $119,609+5.2% | $134,475-6.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.30% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $18,829 | $5,222+260.6% | $4,232+344.9% | $4,740+297.3% |
| Participant deferral / active EE | $18,348 | $6,469+183.6% | $5,602+227.5% | $6,400+186.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |