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 | $104,267 | $115,882-10.0% | $100,516+3.7% | $158,922-34.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.76% | 34.79%-20.0pp | 30.89%-16.1pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,993 | $4,103+46.1% | $3,418+75.4% | $4,761+25.9% |
| Participant deferral / active EE | $10,340 | $6,674+54.9% | $6,270+64.9% | $5,982+72.8% |
| Admin fee / account holder | $133 | $10,995-98.8% | $8,081-98.4% | $11,246-98.8% |