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 | $102,506 | $105,859-3.2% | $90,160+13.7% | $147,584-30.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.99% | 37.63%-23.6pp | 34.88%-20.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,147 | $4,126-23.7% | $3,318-5.2% | $4,876-35.5% |
| Participant deferral / active EE | $9,738 | $5,733+69.9% | $5,288+84.2% | $5,439+79.1% |
| Admin fee / account holder | $15 | $8,046-99.8% | $5,943-99.7% | $10,885-99.9% |