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 4-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 | $127,114 | $190,805-33.4% | $159,960-20.5% | $134,475-5.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.92% | 552.23%-568.2pp | 408.60%-424.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $10,128 | $4,995+102.7% | $4,226+139.7% | $4,740+113.7% |
| Participant deferral / active EE | $7,311 | $6,923+5.6% | $6,182+18.2% | $6,400+14.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |