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 | $153,896 | $115,882+32.8% | $100,516+53.1% | $158,922-3.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.65% | 34.79%-23.1pp | 30.89%-19.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,833 | $4,103-55.3% | $3,418-46.4% | $4,761-61.5% |
| Participant deferral / active EE | $8,085 | $6,674+21.1% | $6,270+28.9% | $5,982+35.1% |
| Admin fee / account holder | $128 | $10,995-98.8% | $8,081-98.4% | $11,246-98.9% |