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 | $97,000 | $106,515-8.9% | $96,683+0.3% | $139,434-30.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.59% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,754 | $4,103-57.3% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $8,843 | $5,454+62.1% | $4,878+81.3% | $6,710+31.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |