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 | $88,902 | $110,257-19.4% | $96,544-7.9% | $139,434-36.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.07% | 26.32%-9.2pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,055 | $3,620-70.9% | $2,965-64.4% | $4,751-77.8% |
| Participant deferral / active EE | $8,197 | $5,548+47.7% | $4,851+69.0% | $6,710+22.2% |
| Admin fee / account holder | $16 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |