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 | $150,446 | $172,111-12.6% | $150,298+0.1% | $137,256+9.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,057 | $4,636+9.1% | $4,154+21.7% | $4,156+21.7% |
| Participant deferral / active EE | $14,983 | $6,166+143.0% | $5,453+174.8% | $6,407+133.9% |
| Admin fee / account holder | $22 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |