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 | $95,132 | $111,301-14.5% | $112,977-15.8% | $158,922-40.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 13.67% | 26.40%-12.7pp | 24.24%-10.6pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,228 | $4,471+61.7% | $4,255+69.9% | $4,761+51.8% |
| Participant deferral / active EE | $7,376 | $5,880+25.4% | $5,836+26.4% | $5,982+23.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |