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 | $69,808 | $65,365+6.8% | $92,893-24.9% | $72,985-4.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.58% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,938 | $2,594-25.3% | $3,653-46.9% | $2,440-20.6% |
| Participant deferral / active EE | $3,989 | $3,128+27.5% | $4,236-5.8% | $3,607+10.6% |
| Admin fee / account holder | $138 | $4,251-96.8% | $5,794-97.6% | $5,124-97.3% |