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 | $113,502 | $105,931+7.1% | $81,930+38.5% | $158,922-28.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.64% | 38.17%-32.5pp | 29.49%-23.8pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,227 | $7,800-71.4% | $4,310-48.3% | $4,761-53.2% |
| Participant deferral / active EE | $10,811 | $13,003-16.9% | $7,107+52.1% | $5,982+80.7% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |