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 | $99,050 | $127,386-22.2% | $115,037-13.9% | $125,391-21.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.81% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,950 | $5,166-23.5% | $4,608-14.3% | $4,866-18.8% |
| Participant deferral / active EE | $3,739 | $6,423-41.8% | $6,026-38.0% | $5,352-30.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |