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 | $133,619 | $108,919+22.7% | $100,391+33.1% | $145,922-8.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 57.88%-44.7pp | 49.20%-36.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,996 | $4,419-9.6% | $3,942+1.4% | $4,660-14.2% |
| Participant deferral / active EE | $9,412 | $8,445+11.5% | $8,082+16.5% | $6,688+40.7% |
| Admin fee / account holder | $115 | $9,689-98.8% | $7,899-98.5% | $13,397-99.1% |