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 | $107,465 | $106,515+0.9% | $96,683+11.2% | $139,434-22.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.01% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,115 | $4,103-48.5% | $3,737-43.4% | $4,751-55.5% |
| Participant deferral / active EE | $3,880 | $5,454-28.9% | $4,878-20.5% | $6,710-42.2% |
| Admin fee / account holder | $75 | $7,877-99.0% | $6,730-98.9% | $11,403-99.3% |