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 | $79,504 | $168,632-52.9% | $147,614-46.1% | $125,391-36.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.91% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,745 | $6,252-72.1% | $5,564-68.6% | $4,866-64.1% |
| Participant deferral / active EE | $5,143 | $5,507-6.6% | $4,895+5.1% | $5,352-3.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |