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 | $143,486 | $168,632-14.9% | $147,614-2.8% | $125,391+14.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.68% | 77.65%-81.3pp | 61.98%-65.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $4,175 | $6,252-33.2% | $5,564-25.0% | $4,866-14.2% |
| Participant deferral / active EE | $7,658 | $5,507+39.1% | $4,895+56.4% | $5,352+43.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |