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 | $95,529 | $102,966-7.2% | $90,281+5.8% | $152,861-37.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.95% | 95.16%-69.2pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,808 | $4,281+12.3% | $3,885+23.7% | $5,850-17.8% |
| Admin fee / account holder | $9 | $6,171-99.9% | $5,351-99.8% | $11,596-99.9% |