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 | $107,249 | $104,664+2.5% | $85,682+25.2% | $167,490-36.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.29% | 21.45%-9.2pp | 21.49%-9.2pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,809 | $3,337+14.1% | $2,618+45.5% | $4,837-21.3% |
| Participant deferral / active EE | $2,569 | $4,824-46.7% | $3,923-34.5% | $6,341-59.5% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |