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 | $83,240 | $180,449-53.9% | $154,107-46.0% | $135,375-38.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.53% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,086 | $6,035-32.3% | $5,298-22.9% | $4,779-14.5% |
| Participant deferral / active EE | $2,341 | $5,806-59.7% | $5,081-53.9% | $5,609-58.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |