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 | $96,306 | $138,044-30.2% | $125,339-23.2% | $134,475-28.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -9.97% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,914 | $5,243-63.5% | $4,814-60.2% | $4,740-59.6% |
| Participant deferral / active EE | $8,632 | $7,799+10.7% | $7,446+15.9% | $6,400+34.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |