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 | $116,543 | $118,450-1.6% | $98,439+18.4% | $139,434-16.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 18.94%-3.8pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,111 | $3,609+13.9% | $3,048+34.9% | $4,751-13.5% |
| Participant deferral / active EE | $4,760 | $5,392-11.7% | $4,738+0.5% | $6,710-29.1% |
| Admin fee / account holder | $23 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |