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 | $117,007 | $94,752+23.5% | $112,887+3.6% | $139,434-16.1% |
| Participation rate | 88.9% | 81.3%+7.6pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 15.10% | 40.88%-25.8pp | 34.10%-19.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $8,454 | $4,625+82.8% | $4,563+85.2% | $4,751+77.9% |
| Participant deferral / active EE | $7,743 | $6,512+18.9% | $6,513+18.9% | $6,710+15.4% |
| Admin fee / account holder | $102 | $8,527-98.8% | $7,047-98.5% | $11,403-99.1% |