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 | $136,336 | $154,117-11.5% | $129,995+4.9% | $139,434-2.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.43% | 32.48%-19.0pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,854 | $5,289-27.1% | $4,320-10.8% | $4,751-18.9% |
| Participant deferral / active EE | $8,919 | $6,710+32.9% | $5,820+53.2% | $6,710+32.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |