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 | $109,920 | $163,101-32.6% | $136,749-19.6% | $142,382-22.8% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 16.38% | 27.54%-11.2pp | 24.33%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,140 | $4,117-48.0% | $3,400-37.0% | $4,299-50.2% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |