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 | $86,843 | $127,386-31.8% | $115,037-24.5% | $125,391-30.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $7,052 | $5,166+36.5% | $4,608+53.0% | $4,866+44.9% |
| Participant deferral / active EE | $10,810 | $6,423+68.3% | $6,026+79.4% | $5,352+102.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |