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 | $98,654 | $108,172-8.8% | $77,482+27.3% | $158,922-37.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.50% | 31.67%-15.2pp | 54.79%-38.3pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,155 | $1,325-12.8% | $986+17.1% | $4,761-75.7% |
| Participant deferral / active EE | $3,888 | $2,456+58.3% | $1,861+108.9% | $5,982-35.0% |
| Admin fee / account holder | $5 | $3,708-99.9% | $2,858-99.8% | $11,246-100.0% |