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 | $119,912 | $106,515+12.6% | $96,683+24.0% | $139,434-14.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.94% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,567 | $4,103-37.4% | $3,737-31.3% | $4,751-46.0% |
| Participant deferral / active EE | $7,033 | $5,454+29.0% | $4,878+44.2% | $6,710+4.8% |
| Admin fee / account holder | $164 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |