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 | $156,690 | $167,484-6.4% | $151,611+3.3% | $134,475+16.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.78% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,546 | $6,829-62.7% | $6,166-58.7% | $4,740-46.3% |
| Participant deferral / active EE | $3,379 | $8,986-62.4% | $8,363-59.6% | $6,400-47.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |