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 | $109,307 | $105,630+3.5% | $87,507+24.9% | $273,961-60.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.17% | 12.25%-4.1pp | 12.21%-4.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,535 | $3,141-19.3% | $2,550-0.6% | $4,869-47.9% |
| Participant deferral / active EE | $11,997 | $3,601+233.2% | $3,149+281.0% | $5,287+126.9% |
| Admin fee / account holder | $11 | $4,781-99.8% | $4,221-99.7% | $10,132-99.9% |