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 5-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 | $205,821 | $201,259+2.3% | $184,200+11.7% | $145,959+41.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.00% | 28.98%-12.0pp | 28.80%-11.8pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,833 | $7,018-45.4% | $6,424-40.3% | $4,661-17.8% |
| Participant deferral / active EE | $5,940 | $9,806-39.4% | $9,132-35.0% | $6,689-11.2% |
| Admin fee / account holder | $45 | $16,372-99.7% | $13,907-99.7% | $13,398-99.7% |