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 | $100,969 | $69,518+45.2% | $59,878+68.6% | $135,375-25.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.17% | 7.94%-12.1pp | 3.46%-7.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,684 | $3,235+13.9% | $2,722+35.3% | $4,779-22.9% |
| Participant deferral / active EE | $8,000 | $4,206+90.2% | $3,402+135.2% | $5,609+42.6% |
| Admin fee / account holder | $45 | $5,734-99.2% | $3,590-98.8% | $10,827-99.6% |