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 | $94,965 | $100,773-5.8% | $88,946+6.8% | $142,382-33.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 19.39% | 70.18%-50.8pp | 57.82%-38.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,699 | $2,918-41.8% | $2,555-33.5% | $4,299-60.5% |
| Participant deferral / active EE | $2,194 | $5,230-58.1% | $4,581-52.1% | $6,507-66.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |