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 | $79,532 | $167,484-52.5% | $151,611-47.5% | $134,475-40.9% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -17.44% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,995 | $6,829-12.2% | $6,166-2.8% | $4,740+26.5% |
| Participant deferral / active EE | $9,606 | $8,986+6.9% | $8,363+14.9% | $6,400+50.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |