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 | $100,970+33.1% | $96,576+39.1% | $137,256-2.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.80% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,370 | $3,809+14.7% | $3,553+23.0% | $4,156+5.1% |
| Participant deferral / active EE | $7,712 | $8,286-6.9% | $7,956-3.1% | $6,407+20.4% |
| Admin fee / account holder | $174 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |