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 | $202,314 | $138,065+46.5% | $123,544+63.8% | $135,375+49.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -3.16% | 153.68%-156.8pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,596 | $5,151-49.6% | $4,628-43.9% | $4,779-45.7% |
| Participant deferral / active EE | $13,829 | $6,799+103.4% | $6,426+115.2% | $5,609+146.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |