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 | $170,544 | $157,256+8.4% | $141,162+20.8% | $152,861+11.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.18% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $5,914 | $5,261+12.4% | $4,735+24.9% | $4,762+24.2% |
| Participant deferral / active EE | $11,043 | $7,109+55.3% | $6,709+64.6% | $5,850+88.8% |
| Admin fee / account holder | $26 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |