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 | $80,511 | $168,632-52.3% | $147,614-45.5% | $125,391-35.8% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -1.56% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,296 | $6,252-63.3% | $5,564-58.7% | $4,866-52.8% |
| Participant deferral / active EE | $8,898 | $5,507+61.6% | $4,895+81.8% | $5,352+66.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |