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 | $149,970 | $135,952+10.3% | $123,892+21.0% | $273,961-45.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.08% | 56.63%-44.5pp | 47.52%-35.4pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,735 | $5,170-47.1% | $4,617-40.8% | $4,869-43.8% |
| Participant deferral / active EE | $7,471 | $6,343+17.8% | $5,984+24.8% | $5,287+41.3% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |