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 | $81,794 | $105,859-22.7% | $90,160-9.3% | $147,584-44.6% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 16.50% | 37.63%-21.1pp | 34.88%-18.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,295 | $4,126+4.1% | $3,318+29.5% | $4,876-11.9% |
| Participant deferral / active EE | $2,336 | $5,733-59.3% | $5,288-55.8% | $5,439-57.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |