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 | $100,579 | $162,781-38.2% | $133,956-24.9% | $158,922-36.7% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 14.08% | 41.94%-27.9pp | 45.09%-31.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,873 | $5,911-17.6% | $5,048-3.5% | $5,982-18.5% |
| Admin fee / account holder | $129 | $11,736-98.9% | $8,927-98.5% | $11,246-98.8% |