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 | $134,195 | $115,770+15.9% | $101,248+32.5% | $158,922-15.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.41% | 56.14%-47.7pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,200 | $4,175-71.3% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $2,620 | $4,957-47.2% | $4,370-40.0% | $5,982-56.2% |
| Admin fee / account holder | $74 | $7,245-99.0% | $5,945-98.8% | $11,246-99.3% |