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 | $107,870 | $101,069+6.7% | $81,478+32.4% | $147,584-26.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.20% | 32.40%-10.2pp | 38.78%-16.6pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,952 | $3,205-39.1% | $2,568-24.0% | $4,876-60.0% |
| Participant deferral / active EE | $3,300 | $4,242-22.2% | $3,537-6.7% | $5,439-39.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |