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 | $198,912 | $190,805+4.2% | $159,960+24.4% | $134,475+47.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.86% | 552.23%-570.1pp | 408.60%-426.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,034 | $4,995-79.3% | $4,226-75.5% | $4,740-78.2% |
| Participant deferral / active EE | $11,200 | $6,923+61.8% | $6,182+81.2% | $6,400+75.0% |
| Admin fee / account holder | -$819 | $10,471-107.8% | $8,698-109.4% | $11,426-107.2% |