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 8-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 | $88,151 | $127,386-30.8% | $115,037-23.4% | $125,391-29.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.39% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $7,790 | $5,166+50.8% | $4,608+69.1% | $4,866+60.1% |
| Participant deferral / active EE | $10,286 | $6,423+60.1% | $6,026+70.7% | $5,352+92.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |