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 | $97,685 | $98,240-0.6% | $82,313+18.7% | $147,584-33.8% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.51% | 30.85%-11.3pp | 25.88%-6.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,706 | $3,192-46.5% | $2,428-29.7% | $4,876-65.0% |
| Participant deferral / active EE | $2,898 | $4,383-33.9% | $3,706-21.8% | $5,439-46.7% |
| Admin fee / account holder | $268 | $8,563-96.9% | $5,608-95.2% | $10,885-97.5% |