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 | $107,725 | $228,332-52.8% | $185,823-42.0% | $158,922-32.2% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 27.47% | 40.80%-13.3pp | 35.95%-8.5pp | 302.83%-275.4pp |
| Employer contribution / active EE | $2,086 | $4,967-58.0% | $4,087-49.0% | $4,761-56.2% |
| Participant deferral / active EE | $7,260 | $6,415+13.2% | $5,632+28.9% | $5,982+21.4% |
| Admin fee / account holder | $5 | $11,864-100.0% | $9,500-99.9% | $11,246-100.0% |