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 | $87,334 | $147,167-40.7% | $111,392-21.6% | $135,375-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 34.85% | -4.44%+39.3pp | -2.06%+36.9pp | 519.73%-484.9pp |
| Employer contribution / active EE | $2,657 | $5,204-48.9% | $4,328-38.6% | $4,779-44.4% |
| Participant deferral / active EE | $10,743 | $6,565+63.6% | $5,567+93.0% | $5,609+91.5% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |