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 | $90,868 | $110,257-17.6% | $96,544-5.9% | $139,434-34.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.52% | 26.32%-14.8pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,394 | $3,620-6.2% | $2,965+14.5% | $4,751-28.6% |
| Participant deferral / active EE | $6,923 | $5,548+24.8% | $4,851+42.7% | $6,710+3.2% |
| Admin fee / account holder | $249 | $11,591-97.8% | $8,252-97.0% | $11,403-97.8% |