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 | $97,753 | $111,754-12.5% | $103,333-5.4% | $145,922-33.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,531 | $4,212-16.2% | $3,868-8.7% | $4,660-24.2% |
| Participant deferral / active EE | $6,305 | $5,619+12.2% | $5,057+24.7% | $6,688-5.7% |
| Admin fee / account holder | $133 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |