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 | $93,901 | $167,484-43.9% | $151,611-38.1% | $134,475-30.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.81% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $8,153 | $6,829+19.4% | $6,166+32.2% | $4,740+72.0% |
| Participant deferral / active EE | $12,607 | $8,986+40.3% | $8,363+50.7% | $6,400+97.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |