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 | $119,796 | $180,449-33.6% | $154,107-22.3% | $135,375-11.5% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -6.09% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,286 | $6,035-62.1% | $5,298-56.8% | $4,779-52.2% |
| Participant deferral / active EE | $4,492 | $5,806-22.6% | $5,081-11.6% | $5,609-19.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |