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 | $176,847 | $124,281+42.3% | $109,143+62.0% | $167,490+5.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.35% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,694 | $4,207-59.7% | $3,722-54.5% | $4,837-65.0% |
| Participant deferral / active EE | $4,179 | $5,255-20.5% | $4,653-10.2% | $6,341-34.1% |
| Admin fee / account holder | $98 | $7,970-98.8% | $6,752-98.5% | $12,309-99.2% |