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 | $114,872 | $112,096+2.5% | $95,952+19.7% | $158,922-27.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.48% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,028 | $3,198-67.8% | $2,541-59.5% | $4,761-78.4% |
| Participant deferral / active EE | $10,148 | $4,784+112.1% | $4,167+143.5% | $5,982+69.6% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |