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 | $94,825 | $113,935-16.8% | $94,224+0.6% | $125,391-24.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.80% | 5.29%-2.5pp | 10.68%-7.9pp | 282.22%-279.4pp |
| Employer contribution / active EE | $4,428 | $4,727-6.3% | $3,587+23.5% | $4,866-9.0% |
| Participant deferral / active EE | $12,732 | $5,179+145.9% | $4,320+194.7% | $5,352+137.9% |
| Admin fee / account holder | $18 | $8,391-99.8% | $6,269-99.7% | $9,540-99.8% |