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 | $128,110 | $116,175+10.3% | $93,606+36.9% | $152,861-16.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.25% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,878 | $3,218-41.6% | $2,718-30.9% | $4,762-60.6% |
| Participant deferral / active EE | $4,417 | $4,603-4.0% | $4,069+8.6% | $5,850-24.5% |
| Admin fee / account holder | $67 | $10,748-99.4% | $7,888-99.2% | $11,596-99.4% |