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 | $100,269 | $157,256-36.2% | $141,162-29.0% | $152,861-34.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 18.74% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,125 | $5,261-40.6% | $4,735-34.0% | $4,762-34.4% |
| Participant deferral / active EE | $8,341 | $7,109+17.3% | $6,709+24.3% | $5,850+42.6% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |