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 | $78,308 | $105,931-26.1% | $81,930-4.4% | $158,922-50.7% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 16.56% | 38.17%-21.6pp | 29.49%-12.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,808 | $7,800-38.4% | $4,310+11.6% | $4,761+1.0% |
| Participant deferral / active EE | $10,674 | $13,003-17.9% | $7,107+50.2% | $5,982+78.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |