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 | $169,665 | $183,519-7.5% | $155,509+9.1% | $145,922+16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.93% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,994 | $5,313-43.6% | $4,672-35.9% | $4,660-35.8% |
| Participant deferral / active EE | $6,594 | $6,462+2.0% | $5,626+17.2% | $6,688-1.4% |
| Admin fee / account holder | $103 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |