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 | $133,833 | $159,602-16.1% | $150,045-10.8% | $142,382-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.83% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,082 | $4,961-37.9% | $4,693-34.3% | $4,299-28.3% |
| Participant deferral / active EE | $9,707 | $8,310+16.8% | $7,997+21.4% | $6,507+49.2% |
| Admin fee / account holder | $48 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |