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 | $163,372 | $172,111-5.1% | $150,298+8.7% | $137,256+19.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.97% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $10,952 | $4,636+136.2% | $4,154+163.6% | $4,156+163.5% |
| Participant deferral / active EE | $8,407 | $6,166+36.4% | $5,453+54.2% | $6,407+31.2% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |