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 8-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 | $191,633 | $190,805+0.4% | $159,960+19.8% | $134,475+42.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.52% | 552.23%-567.8pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,966 | $4,995-60.7% | $4,226-53.5% | $4,740-58.5% |
| Participant deferral / active EE | $23,000 | $6,923+232.2% | $6,182+272.0% | $6,400+259.4% |
| Admin fee / account holder | $5 | $10,471-100.0% | $8,698-99.9% | $11,426-100.0% |