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 | $100,583 | $98,750+1.9% | $149,696-32.8% | $79,858+26.0% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 17.66% | 27.43%-9.8pp | 276.60%-258.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,907 | $3,216-9.6% | $4,644-37.4% | $2,471+17.6% |
| Participant deferral / active EE | $7,083 | $5,680+24.7% | $6,842+3.5% | $3,740+89.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |