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 | $140,941 | $115,882+21.6% | $100,516+40.2% | $158,922-11.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.31% | 34.79%-27.5pp | 30.89%-23.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,293 | $4,103-68.5% | $3,418-62.2% | $4,761-72.8% |
| Participant deferral / active EE | $4,983 | $6,674-25.3% | $6,270-20.5% | $5,982-16.7% |
| Admin fee / account holder | $262 | $10,995-97.6% | $8,081-96.8% | $11,246-97.7% |