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 | $93,052 | $104,251-10.7% | $91,001+2.3% | $147,584-36.9% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 19.13% | 27.06%-7.9pp | 4.60%+14.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,661 | $3,116+17.5% | $2,456+49.1% | $4,876-24.9% |
| Participant deferral / active EE | $9,346 | $4,195+122.8% | $3,547+163.5% | $5,439+71.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |