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 | $101,462 | $72,404+40.1% | $110,238-8.0% | $64,186+58.1% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 10.86% | -6.29%+17.1pp | 314.74%-303.9pp | 7.63%+3.2pp |
| Employer contribution / active EE | $2,078 | $2,282-8.9% | $3,826-45.7% | $2,381-12.7% |
| Participant deferral / active EE | $3,512 | $3,469+1.2% | $4,672-24.8% | $3,470+1.2% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |