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 | $101,126 | $101,069+0.1% | $81,478+24.1% | $147,584-31.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 10.49% | 32.40%-21.9pp | 38.78%-28.3pp | 578.55%-568.1pp |
| Employer contribution / active EE | $5,787 | $3,205+80.6% | $2,568+125.4% | $4,876+18.7% |
| Participant deferral / active EE | $5,106 | $4,242+20.4% | $3,537+44.4% | $5,439-6.1% |
| Admin fee / account holder | $97 | $5,812-98.3% | $4,561-97.9% | $10,885-99.1% |