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 | $106,478 | $90,600+17.5% | $79,464+34.0% | $135,375-21.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.43% | 977.43%-972.0pp | 718.14%-712.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $6,055 | $3,068+97.4% | $2,800+116.2% | $4,779+26.7% |
| Participant deferral / active EE | $4,668 | $4,050+15.3% | $3,704+26.0% | $5,609-16.8% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |