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 | $94,689 | $101,069-6.3% | $81,478+16.2% | $147,584-35.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.62% | 32.40%-19.8pp | 38.78%-26.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,860 | $3,205-42.0% | $2,568-27.6% | $4,876-61.9% |
| Participant deferral / active EE | $7,850 | $4,242+85.1% | $3,537+122.0% | $5,439+44.3% |
| Admin fee / account holder | $39 | $5,812-99.3% | $4,561-99.2% | $10,885-99.6% |