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 | $91,238 | $152,587-40.2% | $125,175-27.1% | $152,861-40.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 20.31% | 54.84%-34.5pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,916 | $4,946-41.0% | $3,865-24.6% | $4,762-38.8% |
| Participant deferral / active EE | $6,170 | $5,868+5.2% | $4,937+25.0% | $5,850+5.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |