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 | $119,900 | $117,983+1.6% | $101,794+17.8% | $142,382-15.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.98% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,237 | $2,773-55.4% | $2,289-46.0% | $4,299-71.2% |
| Participant deferral / active EE | $4,134 | $4,714-12.3% | $4,084+1.2% | $6,507-36.5% |
| Admin fee / account holder | $270 | $10,433-97.4% | $8,777-96.9% | $12,624-97.9% |