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 | $111,646 | $115,770-3.6% | $101,248+10.3% | $158,922-29.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 44.25% | 56.14%-11.9pp | 46.47%-2.2pp | 302.83%-258.6pp |
| Employer contribution / active EE | $1,657 | $4,175-60.3% | $3,660-54.7% | $4,761-65.2% |
| Participant deferral / active EE | $4,009 | $4,957-19.1% | $4,370-8.3% | $5,982-33.0% |
| Admin fee / account holder | $273 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |