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 | $101,095 | $165,335-38.9% | $149,696-32.5% | $158,922-36.4% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 16.30% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,436 | $5,103-52.3% | $4,644-47.6% | $4,761-48.8% |
| Participant deferral / active EE | $8,708 | $7,181+21.3% | $6,842+27.3% | $5,982+45.6% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |