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 | $126,513 | $111,754+13.2% | $103,333+22.4% | $145,922-13.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 24.77%-12.2pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,000 | $4,212+18.7% | $3,868+29.3% | $4,660+7.3% |
| Participant deferral / active EE | $5,330 | $5,619-5.1% | $5,057+5.4% | $6,688-20.3% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |