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 | $106,802 | $127,386-16.2% | $115,037-7.2% | $125,391-14.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.86% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $11,510 | $5,166+122.8% | $4,608+149.8% | $4,866+136.5% |
| Participant deferral / active EE | $6,645 | $6,423+3.5% | $6,026+10.3% | $5,352+24.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |