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 7-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 | $114,510 | $149,734-23.5% | $118,925-3.7% | $158,922-27.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 19.83% | 19.95%-0.1pp | 35.88%-16.0pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,212 | $4,115-46.3% | $3,263-32.2% | $4,761-53.6% |
| Participant deferral / active EE | $8,682 | $5,223+66.2% | $4,265+103.6% | $5,982+45.1% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |