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 | $112,767 | $124,319-9.3% | $111,297+1.3% | $167,490-32.7% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 17.30% | 37.44%-20.1pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,464 | $3,435-28.3% | $2,731-9.8% | $4,837-49.1% |
| Participant deferral / active EE | $7,113 | $5,180+37.3% | $4,487+58.5% | $6,341+12.2% |
| Admin fee / account holder | $27 | $10,618-99.7% | $7,964-99.7% | $12,309-99.8% |