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 7-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 | $142,451 | $817,678-82.6% | $392,568-63.7% | $152,861-6.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |