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 | $103,442 | $127,386-18.8% | $115,037-10.1% | $125,391-17.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 37.81% | 31.28%+6.5pp | 26.14%+11.7pp | 282.22%-244.4pp |
| Employer contribution / active EE | $992 | $5,166-80.8% | $4,608-78.5% | $4,866-79.6% |
| Participant deferral / active EE | $4,000 | $6,423-37.7% | $6,026-33.6% | $5,352-25.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |