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 | $93,382 | $142,405-34.4% | $115,157-18.9% | $152,861-38.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 15.59% | 41.48%-25.9pp | 35.60%-20.0pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,072 | $4,010-48.3% | $3,179-34.8% | $4,762-56.5% |
| Participant deferral / active EE | $11,943 | $5,164+131.3% | $4,168+186.5% | $5,850+104.2% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |