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 | $141,801 | $177,572-20.1% | $154,803-8.4% | $142,382-0.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.11% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,272 | $4,810+9.6% | $4,305+22.5% | $4,299+22.6% |
| Participant deferral / active EE | $5,975 | $6,272-4.7% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $273 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |