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 | $127,012 | $111,301+14.1% | $112,977+12.4% | $158,922-20.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 8.06% | 26.40%-18.3pp | 24.24%-16.2pp | 302.83%-294.8pp |
| Employer contribution / active EE | $6,010 | $4,471+34.4% | $4,255+41.3% | $4,761+26.2% |
| Participant deferral / active EE | $3,328 | $5,880-43.4% | $5,836-43.0% | $5,982-44.4% |
| Admin fee / account holder | $76 | $8,392-99.1% | $6,294-98.8% | $11,246-99.3% |