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 | $114,922 | $114,237+0.6% | $119,258-3.6% | $167,490-31.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 10.19% | 29.87%-19.7pp | 30.69%-20.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $4,448 | $4,481-0.7% | $4,384+1.5% | $4,837-8.1% |
| Participant deferral / active EE | $2,443 | $6,084-59.8% | $6,111-60.0% | $6,341-61.5% |
| Admin fee / account holder | $59 | $8,932-99.3% | $7,226-99.2% | $12,309-99.5% |