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 | $117,514 | $116,175+1.2% | $93,606+25.5% | $152,861-23.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.97% | 35.96%-12.0pp | 32.76%-8.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,204 | $3,218-31.5% | $2,718-18.9% | $4,762-53.7% |
| Participant deferral / active EE | $12,342 | $4,603+168.1% | $4,069+203.3% | $5,850+111.0% |
| Admin fee / account holder | $92 | $10,748-99.1% | $7,888-98.8% | $11,596-99.2% |