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 | $131,303 | $111,754+17.5% | $103,333+27.1% | $145,922-10.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,974 | $4,212-53.1% | $3,868-49.0% | $4,660-57.6% |
| Participant deferral / active EE | $10,038 | $5,619+78.7% | $5,057+98.5% | $6,688+50.1% |
| Admin fee / account holder | $194 | $9,750-98.0% | $8,355-97.7% | $13,397-98.6% |