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 | $115,204 | $121,625-5.3% | $104,607+10.1% | $158,922-27.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 28.47% | 465.26%-436.8pp | 340.46%-312.0pp | 302.83%-274.4pp |
| Employer contribution / active EE | $625 | $3,163-80.2% | $2,681-76.7% | $4,761-86.9% |
| Participant deferral / active EE | $2,134 | $4,177-48.9% | $3,740-42.9% | $5,982-64.3% |
| Admin fee / account holder | $5 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |