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 | $142,065 | $100,754+41.0% | $86,677+63.9% | $134,475+5.6% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -14.69% | 29.04%-43.7pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,688 | $3,489-23.0% | $2,836-5.2% | $4,740-43.3% |
| Participant deferral / active EE | $8,822 | $5,338+65.3% | $4,656+89.5% | $6,400+37.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |