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 | $84,127 | $115,770-27.3% | $101,248-16.9% | $158,922-47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.66% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,797 | $4,175-33.0% | $3,660-23.6% | $4,761-41.2% |
| Participant deferral / active EE | $6,463 | $4,957+30.4% | $4,370+47.9% | $5,982+8.0% |
| Admin fee / account holder | $78 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |