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 | $160,489 | $114,237+40.5% | $119,258+34.6% | $167,490-4.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.19% | 29.87%-10.7pp | 30.69%-11.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,820 | $4,481-59.4% | $4,384-58.5% | $4,837-62.4% |
| Participant deferral / active EE | $6,832 | $6,084+12.3% | $6,111+11.8% | $6,341+7.7% |
| Admin fee / account holder | $110 | $8,932-98.8% | $7,226-98.5% | $12,309-99.1% |