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 | $99,651 | $115,882-14.0% | $100,516-0.9% | $158,922-37.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.34% | 34.79%-22.5pp | 30.89%-18.6pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,108 | $6,674+21.5% | $6,270+29.3% | $5,982+35.5% |
| Admin fee / account holder | $90 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |