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 | $177,427 | $165,335+7.3% | $149,696+18.5% | $158,922+11.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.87% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,553 | $5,103-10.8% | $4,644-2.0% | $4,761-4.4% |
| Participant deferral / active EE | $7,193 | $7,181+0.2% | $6,842+5.1% | $5,982+20.2% |
| Admin fee / account holder | $146 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |