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 | $126,963 | $99,640+27.4% | $86,436+46.9% | $134,475-5.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.03% | 6782.58%-6801.6pp | 4394.89%-4413.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,325 | $4,400-47.2% | $3,769-38.3% | $4,740-50.9% |
| Participant deferral / active EE | $12,028 | $7,246+66.0% | $6,952+73.0% | $6,400+88.0% |
| Admin fee / account holder | $258 | $8,371-96.9% | $6,731-96.2% | $11,426-97.7% |