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 | $113,298 | $110,261+2.8% | $95,745+18.3% | $139,434-18.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.03% | 27.11%-7.1pp | 28.35%-8.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,939 | $3,257-40.5% | $2,835-31.6% | $4,751-59.2% |
| Participant deferral / active EE | $4,785 | $4,676+2.3% | $4,245+12.7% | $6,710-28.7% |
| Admin fee / account holder | -$307 | $6,613-104.6% | $5,678-105.4% | $11,403-102.7% |