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 | $169,700 | $183,519-7.5% | $155,509+9.1% | $145,922+16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,361 | $5,313+38.6% | $4,672+57.5% | $4,660+58.0% |
| Participant deferral / active EE | $22,813 | $6,462+253.0% | $5,626+305.5% | $6,688+241.1% |
| Admin fee / account holder | $86 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |