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 | $137,928 | $190,805-27.7% | $159,960-13.8% | $134,475+2.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.83% | 552.23%-567.1pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,300 | $4,995-74.0% | $4,226-69.2% | $4,740-72.6% |
| Participant deferral / active EE | $9,000 | $6,923+30.0% | $6,182+45.6% | $6,400+40.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |