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 | $129,355 | $106,515+21.4% | $96,683+33.8% | $139,434-7.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,930 | $4,103+44.5% | $3,737+58.7% | $4,751+24.8% |
| Participant deferral / active EE | $7,648 | $5,454+40.2% | $4,878+56.8% | $6,710+14.0% |
| Admin fee / account holder | $203 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |