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 | $106,786 | $117,983-9.5% | $101,794+4.9% | $142,382-25.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.70% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,367 | $2,773+93.6% | $2,289+134.5% | $4,299+24.8% |
| Participant deferral / active EE | $3,472 | $4,714-26.3% | $4,084-15.0% | $6,507-46.6% |
| Admin fee / account holder | $184 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |