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 | $121,974 | $115,882+5.3% | $100,516+21.3% | $158,922-23.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.82% | 34.79%-23.0pp | 30.89%-19.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,877 | $4,103-5.5% | $3,418+13.4% | $4,761-18.6% |
| Participant deferral / active EE | $7,710 | $6,674+15.5% | $6,270+23.0% | $5,982+28.9% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |