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 | $97,097 | $127,386-23.8% | $115,037-15.6% | $125,391-22.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,500 | $5,166-51.6% | $4,608-45.7% | $4,866-48.6% |
| Participant deferral / active EE | $7,583 | $6,423+18.1% | $6,026+25.8% | $5,352+41.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |