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 | $111,530 | $127,386-12.4% | $115,037-3.0% | $125,391-11.1% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 1.71% | 31.28%-29.6pp | 26.14%-24.4pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,687 | $5,166-67.3% | $4,608-63.4% | $4,866-65.3% |
| Participant deferral / active EE | $6,846 | $6,423+6.6% | $6,026+13.6% | $5,352+27.9% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |