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 | $111,604 | $95,193+17.2% | $76,523+45.8% | $135,375-17.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -9.54% | 4.85%-14.4pp | -0.27%-9.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $469 | $3,302-85.8% | $2,647-82.3% | $4,779-90.2% |
| Participant deferral / active EE | $5,876 | $4,639+26.7% | $3,835+53.2% | $5,609+4.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |