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 | $111,831 | $149,734-25.3% | $118,925-6.0% | $158,922-29.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 17.53% | 19.95%-2.4pp | 35.88%-18.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $931 | $4,115-77.4% | $3,263-71.5% | $4,761-80.4% |
| Participant deferral / active EE | $1,467 | $5,223-71.9% | $4,265-65.6% | $5,982-75.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |