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 | $100,372 | $116,175-13.6% | $93,606+7.2% | $152,861-34.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.32% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,217 | $3,2180% | $2,718+18.4% | $4,762-32.5% |
| Participant deferral / active EE | $7,892 | $4,603+71.4% | $4,069+94.0% | $5,850+34.9% |
| Admin fee / account holder | $77 | $10,748-99.3% | $7,888-99.0% | $11,596-99.3% |