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 | $120,299 | $111,754+7.6% | $103,333+16.4% | $145,922-17.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 16.75% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,714 | $4,212-35.6% | $3,868-29.8% | $4,660-41.7% |
| Participant deferral / active EE | $9,169 | $5,619+63.2% | $5,057+81.3% | $6,688+37.1% |
| Admin fee / account holder | $72 | $9,750-99.3% | $8,355-99.1% | $13,397-99.5% |