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 | $92,628 | $107,334-13.7% | $92,893-0.3% | $152,861-39.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 18.51% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,776 | $4,221-34.2% | $3,653-24.0% | $4,762-41.7% |
| Participant deferral / active EE | $11,964 | $4,845+147.0% | $4,236+182.4% | $5,850+104.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |