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 | $157,932 | $172,111-8.2% | $150,298+5.1% | $137,256+15.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.09% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,547 | $4,636-45.1% | $4,154-38.7% | $4,156-38.7% |
| Participant deferral / active EE | $8,847 | $6,166+43.5% | $5,453+62.2% | $6,407+38.1% |
| Admin fee / account holder | $259 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |