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 | $107,402 | $118,849-9.6% | $96,562+11.2% | $167,490-35.9% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 10.64% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,037 | $4,616+30.8% | $3,849+56.8% | $6,341-4.8% |
| Admin fee / account holder | $152 | $8,065-98.1% | $6,181-97.5% | $12,309-98.8% |