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 | $131,732 | $133,958-1.7% | $112,228+17.4% | $134,475-2.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.82% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,923 | $4,038-27.6% | $3,635-19.6% | $4,740-38.3% |
| Participant deferral / active EE | $11,549 | $5,291+118.3% | $4,728+144.3% | $6,400+80.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |