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 | $88,569 | $101,069-12.4% | $81,478+8.7% | $147,584-40.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.61% | 32.40%-13.8pp | 38.78%-20.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,585 | $3,205+74.2% | $2,568+117.5% | $4,876+14.5% |
| Participant deferral / active EE | $8,061 | $4,242+90.0% | $3,537+127.9% | $5,439+48.2% |
| Admin fee / account holder | $235 | $5,812-95.9% | $4,561-94.8% | $10,885-97.8% |