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 | $104,165 | $124,425-16.3% | $112,040-7.0% | $137,256-24.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.16% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,979 | $3,411-42.0% | $2,954-33.0% | $4,156-52.4% |
| Participant deferral / active EE | $9,602 | $5,718+67.9% | $5,098+88.4% | $6,407+49.9% |
| Admin fee / account holder | $231 | $15,207-98.5% | $12,098-98.1% | $12,270-98.1% |