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 | $103,938 | $104,974-1.0% | $95,585+8.7% | $142,382-27.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.95% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,040 | $2,779-26.6% | $2,527-19.3% | $4,299-52.6% |
| Participant deferral / active EE | $5,355 | $4,352+23.1% | $4,023+33.1% | $6,507-17.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |