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 | $95,496 | $102,616-6.9% | $81,983+16.5% | $158,922-39.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.47% | 61.04%-41.6pp | 41.31%-21.8pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,538 | $3,240-21.7% | $2,498+1.6% | $4,761-46.7% |
| Participant deferral / active EE | $5,744 | $4,648+23.6% | $3,722+54.3% | $5,982-4.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |