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 | $98,593 | $118,849-17.0% | $96,562+2.1% | $167,490-41.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.84% | 50.49%-41.6pp | 37.78%-28.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $7,219 | $3,120+131.4% | $2,356+206.4% | $4,837+49.2% |
| Participant deferral / active EE | $5,768 | $4,616+25.0% | $3,849+49.9% | $6,341-9.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |