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 | $83,382 | $105,181-20.7% | $159,436-47.7% | $85,850-2.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.72% | 45.07%-29.4pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,410 | $3,318+2.8% | $4,829-29.4% | $2,565+32.9% |
| Participant deferral / active EE | $8,425 | $5,945+41.7% | $7,352+14.6% | $3,952+113.2% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |