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 | $96,208 | $72,400+32.9% | $67,502+42.5% | $145,922-34.1% |
| Participation rate | 72.7% | 76.9%-4.1pp | 72.9%-0.1pp | 80.3%-7.5pp |
| Annual return | 16.72% | 7182.46%-7165.7pp | 3512.12%-3495.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,925 | $3,069+27.9% | $2,731+43.7% | $4,660-15.8% |
| Participant deferral / active EE | $9,213 | $4,783+92.6% | $4,000+130.3% | $6,688+37.8% |
| Admin fee / account holder | $25 | $5,539-99.5% | $3,998-99.4% | $13,397-99.8% |