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 | $99,956 | $105,859-5.6% | $90,160+10.9% | $147,584-32.3% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 11.54% | 37.63%-26.1pp | 34.88%-23.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,924 | $4,126-29.1% | $3,318-11.9% | $4,876-40.0% |
| Participant deferral / active EE | $3,746 | $5,733-34.7% | $5,288-29.1% | $5,439-31.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |