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 | $97,420 | $104,907-7.1% | $84,611+15.1% | $152,861-36.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.39% | 373.79%-355.4pp | 258.74%-240.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,788 | $3,302-45.8% | $2,652-32.6% | $4,762-62.5% |
| Participant deferral / active EE | $7,868 | $4,688+67.8% | $3,899+101.8% | $5,850+34.5% |
| Admin fee / account holder | $130 | $6,241-97.9% | $4,912-97.3% | $11,596-98.9% |