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 | $122,139 | $105,859+15.4% | $90,160+35.5% | $147,584-17.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.41% | 37.63%-23.2pp | 34.88%-20.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $4,018 | $4,126-2.6% | $3,318+21.1% | $4,876-17.6% |
| Participant deferral / active EE | $6,636 | $5,733+15.7% | $5,288+25.5% | $5,439+22.0% |
| Admin fee / account holder | $12 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |