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 | $142,463 | $160,055-11.0% | $140,016+1.7% | $135,375+5.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.66% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,036 | $6,420-68.3% | $5,606-63.7% | $4,779-57.4% |
| Participant deferral / active EE | $4,200 | $7,642-45.0% | $6,927-39.4% | $5,609-25.1% |
| Admin fee / account holder | $193 | $13,328-98.6% | $10,705-98.2% | $10,827-98.2% |