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 | $89,789 | $117,859-23.8% | $102,438-12.3% | $145,959-38.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.91% | 31.72%-5.8pp | 29.37%-3.5pp | 561.95%-536.0pp |
| Employer contribution / active EE | $1,932 | $3,615-46.6% | $3,024-36.1% | $4,661-58.6% |
| Participant deferral / active EE | $5,255 | $5,732-8.3% | $5,054+4.0% | $6,689-21.4% |
| Admin fee / account holder | $116 | $13,318-99.1% | $9,448-98.8% | $13,398-99.1% |