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 | $135,416 | $106,515+27.1% | $96,683+40.1% | $139,434-2.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.96% | 38.43%-25.5pp | 35.69%-22.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,870 | $4,103-5.7% | $3,737+3.6% | $4,751-18.5% |
| Participant deferral / active EE | $8,333 | $5,454+52.8% | $4,878+70.8% | $6,710+24.2% |
| Admin fee / account holder | $294 | $7,877-96.3% | $6,730-95.6% | $11,403-97.4% |