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 8-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 | $110,607 | $111,814-1.1% | $103,374+7.0% | $145,959-24.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.39% | 24.77%+2.6pp | 24.89%+2.5pp | 561.95%-534.6pp |
| Employer contribution / active EE | $2,138 | $4,214-49.3% | $3,869-44.8% | $4,661-54.1% |
| Participant deferral / active EE | $7,367 | $5,618+31.1% | $5,058+45.7% | $6,689+10.1% |
| Admin fee / account holder | $16 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |