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 | $119,045 | $105,126+13.2% | $94,646+25.8% | $139,434-14.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.21% | 38.03%-22.8pp | 156.71%-141.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,820 | $4,106-7.0% | $3,672+4.0% | $4,751-19.6% |
| Participant deferral / active EE | $7,004 | $7,599-7.8% | $7,418-5.6% | $6,710+4.4% |
| Admin fee / account holder | $48 | $8,984-99.5% | $7,231-99.3% | $11,403-99.6% |