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 | $200,047 | $160,055+25.0% | $140,016+42.9% | $135,375+47.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -8.27% | 911.38%-919.6pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,974 | $6,420-53.7% | $5,606-46.9% | $4,779-37.8% |
| Participant deferral / active EE | $14,228 | $7,642+86.2% | $6,927+105.4% | $5,609+153.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |