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 | $105,956 | $99,877+6.1% | $84,966+24.7% | $145,922-27.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.23% | 83.76%-67.5pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,164 | $3,231+28.9% | $2,727+52.7% | $4,660-10.6% |
| Participant deferral / active EE | $5,157 | $5,291-2.5% | $4,519+14.1% | $6,688-22.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |