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 | $58,502 | $190,805-69.3% | $159,960-63.4% | $134,475-56.5% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -15.33% | 552.23%-567.6pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,138 | $4,995-57.2% | $4,226-49.4% | $4,740-54.9% |
| Participant deferral / active EE | $4,514 | $6,923-34.8% | $6,182-27.0% | $6,400-29.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |