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 | $104,791 | $111,754-6.2% | $103,333+1.4% | $145,922-28.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.82% | 24.77%-8.9pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,096 | $4,212-50.2% | $3,868-45.8% | $4,660-55.0% |
| Participant deferral / active EE | $9,294 | $5,619+65.4% | $5,057+83.8% | $6,688+39.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |