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 | $116,703 | $115,770+0.8% | $101,248+15.3% | $158,922-26.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.00% | 56.14%-37.1pp | 46.47%-27.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,417 | $4,175-66.1% | $3,660-61.3% | $4,761-70.2% |
| Participant deferral / active EE | $2,538 | $4,957-48.8% | $4,370-41.9% | $5,982-57.6% |
| Admin fee / account holder | $48 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |