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 | $106,389 | $107,334-0.9% | $92,893+14.5% | $152,861-30.4% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 29.46% | 145.58%-116.1pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,915 | $4,221-54.6% | $3,653-47.6% | $4,762-59.8% |
| Participant deferral / active EE | $5,272 | $4,845+8.8% | $4,236+24.4% | $5,850-9.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |