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 | $100,766 | $96,965+3.9% | $97,995+2.8% | $147,584-31.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 22.47% | 24.11%-1.6pp | 23.94%-1.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,568 | $4,536-21.4% | $4,158-14.2% | $4,876-26.8% |
| Participant deferral / active EE | $8,750 | $5,081+72.2% | $5,097+71.7% | $5,439+60.9% |
| Admin fee / account holder | $37 | $8,120-99.5% | $5,943-99.4% | $10,885-99.7% |