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 | $105,211 | $110,257-4.6% | $96,544+9.0% | $139,434-24.5% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | 15.52% | 26.32%-10.8pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,172 | $5,548-42.8% | $4,851-34.6% | $6,710-52.7% |
| Admin fee / account holder | $255 | $11,591-97.8% | $8,252-96.9% | $11,403-97.8% |