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 | $126,260 | $106,584+18.5% | $101,326+24.6% | $142,382-11.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 15.55% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,051 | $3,956+2.4% | $3,665+10.5% | $4,299-5.8% |
| Participant deferral / active EE | $10,983 | $8,297+32.4% | $7,994+37.4% | $6,507+68.8% |
| Admin fee / account holder | $175 | $11,446-98.5% | $11,185-98.4% | $12,624-98.6% |