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 | $112,073 | $106,515+5.2% | $96,683+15.9% | $139,434-19.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 29.66% | 38.43%-8.8pp | 35.69%-6.0pp | 372.94%-343.3pp |
| Employer contribution / active EE | $5,901 | $4,103+43.8% | $3,737+57.9% | $4,751+24.2% |
| Participant deferral / active EE | $7,469 | $5,454+37.0% | $4,878+53.1% | $6,710+11.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |