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 9-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 | $173,516 | $564,480-69.3% | $94,676+83.3% | $564,480-69.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | -18.89% | -14.07%-4.8pp | -24.27%+5.4pp | -14.07%-4.8pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $49,415-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $0 | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $1,967-100.0% | $27,140-100.0% |