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 | $103,486 | $103,376+0.1% | $87,100+18.8% | $152,861-32.3% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 23.94% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,573 | $3,220-20.1% | $2,521+2.1% | $4,762-46.0% |
| Participant deferral / active EE | $8,092 | $4,778+69.4% | $4,049+99.9% | $5,850+38.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |