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 | $107,928 | $115,882-6.9% | $100,516+7.4% | $158,922-32.1% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 18.08% | 34.79%-16.7pp | 30.89%-12.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $833 | $4,103-79.7% | $3,418-75.6% | $4,761-82.5% |
| Participant deferral / active EE | $6,444 | $6,674-3.5% | $6,270+2.8% | $5,982+7.7% |
| Admin fee / account holder | $57 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |