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 | $138,892 | $190,805-27.2% | $159,960-13.2% | $134,475+3.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.72% | 552.23%-571.0pp | 408.60%-427.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,054 | $4,995+1.2% | $4,226+19.6% | $4,740+6.6% |
| Participant deferral / active EE | $16,660 | $6,923+140.6% | $6,182+169.5% | $6,400+160.3% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |