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 | $136,272 | $135,952+0.2% | $123,892+10.0% | $273,961-50.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.53% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,718 | $5,170-66.8% | $4,617-62.8% | $4,869-64.7% |
| Participant deferral / active EE | $14,667 | $6,343+131.2% | $5,984+145.1% | $5,287+177.4% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,132-99.2% |