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 7-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 | $118,048 | $115,882+1.9% | $100,516+17.4% | $158,922-25.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.58% | 34.79%-13.2pp | 30.89%-9.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $6,308 | $4,103+53.7% | $3,418+84.6% | $4,761+32.5% |
| Participant deferral / active EE | $12,657 | $6,674+89.6% | $6,270+101.9% | $5,982+111.6% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |