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 | $130,943 | $105,859+23.7% | $90,160+45.2% | $147,584-11.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.58% | 37.63%-27.0pp | 34.88%-24.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,570 | $4,126-61.9% | $3,318-52.7% | $4,876-67.8% |
| Participant deferral / active EE | $5,207 | $5,733-9.2% | $5,288-1.5% | $5,439-4.3% |
| Admin fee / account holder | $208 | $8,046-97.4% | $5,943-96.5% | $10,885-98.1% |