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 | $144,312 | $127,065+13.6% | $113,168+27.5% | $142,382+1.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.67% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,225 | $3,442-6.3% | $2,975+8.4% | $4,299-25.0% |
| Participant deferral / active EE | $3,028 | $5,716-47.0% | $5,107-40.7% | $6,507-53.5% |
| Admin fee / account holder | $111 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |