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 | $112,555 | $110,257+2.1% | $96,544+16.6% | $139,434-19.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.59% | 26.32%-12.7pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $10,921 | $3,620+201.7% | $2,965+268.4% | $4,751+129.9% |
| Participant deferral / active EE | $5,836 | $5,548+5.2% | $4,851+20.3% | $6,710-13.0% |
| Admin fee / account holder | $25 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |