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 | $120,403 | $180,449-33.3% | $154,107-21.9% | $135,375-11.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.02% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,538 | $6,035+8.3% | $5,298+23.4% | $4,779+36.8% |
| Participant deferral / active EE | $2,848 | $5,806-50.9% | $5,081-43.9% | $5,609-49.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |