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 | $103,016 | $110,257-6.6% | $96,544+6.7% | $139,434-26.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 15.07% | 26.32%-11.2pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,776 | $3,620-50.9% | $2,965-40.1% | $4,751-62.6% |
| Participant deferral / active EE | $7,316 | $5,548+31.9% | $4,851+50.8% | $6,710+9.0% |
| Admin fee / account holder | $131 | $11,591-98.9% | $8,252-98.4% | $11,403-98.8% |