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 | $123,201 | $190,805-35.4% | $159,960-23.0% | $134,475-8.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.86% | 552.23%-572.1pp | 408.60%-428.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,633 | $4,995-67.3% | $4,226-61.3% | $4,740-65.5% |
| Participant deferral / active EE | $11,808 | $6,923+70.6% | $6,182+91.0% | $6,400+84.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |