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 6-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 | $127,151 | $190,805-33.4% | $159,960-20.5% | $134,475-5.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.01% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,243 | $4,995-55.1% | $4,226-46.9% | $4,740-52.7% |
| Participant deferral / active EE | $4,485 | $6,923-35.2% | $6,182-27.5% | $6,400-29.9% |
| Admin fee / account holder | $55 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |