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 9-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 | $107,502 | $106,515+0.9% | $96,683+11.2% | $139,434-22.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.56% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,378 | $4,103-42.0% | $3,737-36.4% | $4,751-49.9% |
| Participant deferral / active EE | $7,680 | $5,454+40.8% | $4,878+57.4% | $6,710+14.5% |
| Admin fee / account holder | $56 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |