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 | $99,614 | $104,251-4.4% | $91,001+9.5% | $147,584-32.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.34% | 27.06%-11.7pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,691 | $3,116-45.7% | $2,456-31.1% | $4,876-65.3% |
| Participant deferral / active EE | $6,813 | $4,195+62.4% | $3,547+92.0% | $5,439+25.3% |
| Admin fee / account holder | $205 | $8,948-97.7% | $5,417-96.2% | $10,885-98.1% |