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 | $110,056 | $197,591-44.3% | $177,821-38.1% | $158,922-30.7% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 17.53% | 58.76%-41.2pp | 48.32%-30.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,804 | $6,697-43.2% | $5,918-35.7% | $4,761-20.1% |
| Participant deferral / active EE | $12,514 | $8,405+48.9% | $7,714+62.2% | $5,982+109.2% |
| Admin fee / account holder | $6 | $15,399-100.0% | $12,427-100.0% | $11,246-99.9% |