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 | $172,127 | $190,805-9.8% | $159,960+7.6% | $134,475+28.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.81% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,836 | $4,995-23.2% | $4,226-9.2% | $4,740-19.1% |
| Participant deferral / active EE | $10,868 | $6,923+57.0% | $6,182+75.8% | $6,400+69.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |