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 | $104,471 | $106,515-1.9% | $96,683+8.1% | $139,434-25.1% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 18.37% | 38.43%-20.1pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,230 | $4,103-45.6% | $3,737-40.3% | $4,751-53.1% |
| Participant deferral / active EE | $9,553 | $5,454+75.2% | $4,878+95.8% | $6,710+42.4% |
| Admin fee / account holder | $50 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |