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 | $120,718 | $106,515+13.3% | $96,683+24.9% | $139,434-13.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.74% | 38.43%-17.7pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,921 | $4,103-4.4% | $3,737+4.9% | $4,751-17.5% |
| Participant deferral / active EE | $11,169 | $5,454+104.8% | $4,878+129.0% | $6,710+66.4% |
| Admin fee / account holder | $55 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |