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 | $185,487 | $228,332-18.8% | $185,823-0.2% | $158,922+16.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.08% | 40.80%-22.7pp | 35.95%-17.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,008 | $4,967-79.7% | $4,087-75.3% | $4,761-78.8% |
| Participant deferral / active EE | $10,749 | $6,415+67.6% | $5,632+90.8% | $5,982+79.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |