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 | $89,357 | $97,125-8.0% | $86,233+3.6% | $137,256-34.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.07% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,880 | $2,841-33.8% | $2,504-24.9% | $4,156-54.8% |
| Participant deferral / active EE | $2,340 | $5,180-54.8% | $4,559-48.7% | $6,407-63.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |