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 | $119,278 | $180,449-33.9% | $154,107-22.6% | $135,375-11.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.33% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,574 | $6,035-57.3% | $5,298-51.4% | $4,779-46.1% |
| Participant deferral / active EE | $2,950 | $5,806-49.2% | $5,081-41.9% | $5,609-47.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |