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 | $90,354 | $157,256-42.5% | $141,162-36.0% | $152,861-40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.07% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,619 | $5,261-50.2% | $4,735-44.7% | $4,762-45.0% |
| Participant deferral / active EE | $5,777 | $7,109-18.7% | $6,709-13.9% | $5,850-1.2% |
| Admin fee / account holder | $75 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |