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 | $101,725 | $101,069+0.6% | $81,478+24.9% | $147,584-31.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.25% | 32.40%-12.2pp | 38.78%-18.5pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,154 | $3,205+92.0% | $2,568+139.7% | $4,876+26.2% |
| Participant deferral / active EE | $3,857 | $4,242-9.1% | $3,537+9.1% | $5,439-29.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |