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 | $102,251 | $115,882-11.8% | $100,516+1.7% | $158,922-35.7% |
| Participation rate | 95.5% | 81.6%+13.9pp | 79.4%+16.1pp | 82.0%+13.5pp |
| Annual return | 23.27% | 34.79%-11.5pp | 30.89%-7.6pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,378 | $4,103-42.0% | $3,418-30.4% | $4,761-50.1% |
| Participant deferral / active EE | $2,774 | $6,674-58.4% | $6,270-55.8% | $5,982-53.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |