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 | $106,696 | $100,970+5.7% | $96,576+10.5% | $137,256-22.3% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 21.17% | 38.16%-17.0pp | 38.47%-17.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,358 | $3,809-38.1% | $3,553-33.6% | $4,156-43.3% |
| Participant deferral / active EE | $5,518 | $8,286-33.4% | $7,956-30.6% | $6,407-13.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |