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 | $97,915 | $127,386-23.1% | $115,037-14.9% | $125,391-21.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 9.31% | 31.28%-22.0pp | 26.14%-16.8pp | 282.22%-272.9pp |
| Employer contribution / active EE | $10,002 | $5,166+93.6% | $4,608+117.1% | $4,866+105.6% |
| Participant deferral / active EE | $8,667 | $6,423+34.9% | $6,026+43.8% | $5,352+61.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |