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 | $116,855 | $154,117-24.2% | $129,995-10.1% | $139,434-16.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 21.53% | 32.48%-10.9pp | -137.18%+158.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $6,976 | $5,289+31.9% | $4,320+61.5% | $4,751+46.8% |
| Participant deferral / active EE | $6,739 | $6,710+0.4% | $5,820+15.8% | $6,710+0.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |