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 | $150,297 | $159,602-5.8% | $150,045+0.2% | $142,382+5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.01% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,072 | $4,961-58.2% | $4,693-55.9% | $4,299-51.8% |
| Participant deferral / active EE | $5,206 | $8,310-37.3% | $7,997-34.9% | $6,507-20.0% |
| Admin fee / account holder | $194 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |