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 | $99,082 | $104,251-5.0% | $91,001+8.9% | $147,584-32.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 20.84% | 27.06%-6.2pp | 4.60%+16.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,040 | $3,116-2.4% | $2,456+23.8% | $4,876-37.7% |
| Participant deferral / active EE | $11,000 | $4,195+162.2% | $3,547+210.1% | $5,439+102.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |