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 | $123,648 | $94,338+31.1% | $100,534+23.0% | $142,382-13.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.20% | 29.20%-13.0pp | 32.66%-16.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,839 | $4,237-9.4% | $4,346-11.7% | $4,299-10.7% |
| Participant deferral / active EE | $10,685 | $5,934+80.1% | $6,144+73.9% | $6,507+64.2% |
| Admin fee / account holder | $22 | $8,421-99.7% | $7,654-99.7% | $12,624-99.8% |