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 | $108,030 | $111,301-2.9% | $112,977-4.4% | $158,922-32.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 28.72% | 26.40%+2.3pp | 24.24%+4.5pp | 302.83%-274.1pp |
| Employer contribution / active EE | $4,031 | $4,471-9.8% | $4,255-5.3% | $4,761-15.3% |
| Participant deferral / active EE | $12,011 | $5,880+104.3% | $5,836+105.8% | $5,982+100.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |