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 | $85,962 | $95,561-10.0% | $77,163+11.4% | $139,434-38.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.40% | 54.92%-39.5pp | 37.87%-22.5pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,818 | $3,147+21.3% | $2,535+50.6% | $4,751-19.6% |
| Participant deferral / active EE | $8,035 | $4,624+73.8% | $3,833+109.6% | $6,710+19.7% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |