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 | $134,348 | $106,584+26.0% | $101,326+32.6% | $142,382-5.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.80% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,370 | $3,956+10.5% | $3,665+19.2% | $4,299+1.6% |
| Participant deferral / active EE | $7,712 | $8,297-7.1% | $7,994-3.5% | $6,507+18.5% |
| Admin fee / account holder | $174 | $11,446-98.5% | $11,185-98.4% | $12,624-98.6% |