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 | $100,301 | $100,852-0.5% | $90,404+10.9% | $158,922-36.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.41% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,603 | $3,689-2.3% | $3,262+10.4% | $4,761-24.3% |
| Participant deferral / active EE | $7,549 | $4,348+73.6% | $3,963+90.5% | $5,982+26.2% |
| Admin fee / account holder | $134 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |