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 8-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 | $102,287 | $106,515-4.0% | $96,683+5.8% | $139,434-26.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 21.78% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,402 | $4,103-41.4% | $3,737-35.7% | $4,751-49.4% |
| Participant deferral / active EE | $13,940 | $5,454+155.6% | $4,878+185.8% | $6,710+107.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |