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 | $121,373 | $140,940-13.9% | $112,229+8.1% | $139,434-13.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.88% | 32.71%-5.8pp | 30.20%-3.3pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,626 | $4,283+8.0% | $3,430+34.9% | $4,751-2.6% |
| Participant deferral / active EE | $23,582 | $5,874+301.5% | $4,798+391.5% | $6,710+251.4% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |