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 | $100,287 | $104,251-3.8% | $91,001+10.2% | $147,584-32.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.68% | 27.06%-13.4pp | 4.60%+9.1pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,053 | $3,116+30.1% | $2,456+65.1% | $4,876-16.9% |
| Participant deferral / active EE | $2,549 | $4,195-39.2% | $3,547-28.1% | $5,439-53.1% |
| Admin fee / account holder | $221 | $8,948-97.5% | $5,417-95.9% | $10,885-98.0% |