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 | $91,103 | $85,022+7.2% | $70,515+29.2% | $139,434-34.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.69% | 30.38%-18.7pp | 32.77%-21.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,217 | $3,909+7.9% | $2,973+41.8% | $4,751-11.2% |
| Participant deferral / active EE | $8,435 | $5,890+43.2% | $4,567+84.7% | $6,710+25.7% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |