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 | $113,306 | $107,015+5.9% | $73,545+54.1% | $147,584-23.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.03% | 38.25%-23.2pp | -15.16%+30.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $774 | $1,760-56.0% | $1,219-36.5% | $4,876-84.1% |
| Participant deferral / active EE | $743 | $2,462-69.8% | $1,806-58.9% | $5,439-86.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |