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 | $139,505 | $135,952+2.6% | $123,892+12.6% | $273,961-49.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.02% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,986 | $5,170-61.6% | $4,617-57.0% | $4,869-59.2% |
| Participant deferral / active EE | $10,430 | $6,343+64.4% | $5,984+74.3% | $5,287+97.3% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |