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 | $162,960 | $165,984-1.8% | $164,813-1.1% | $145,922+11.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.30% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,766 | $5,273-66.5% | $4,341-59.3% | $4,660-62.1% |
| Participant deferral / active EE | $6,171 | $6,959-11.3% | $6,031+2.3% | $6,688-7.7% |
| Admin fee / account holder | $61 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |