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 | $111,675 | $115,770-3.5% | $101,248+10.3% | $158,922-29.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.78% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,450 | $4,175-65.3% | $3,660-60.4% | $4,761-69.5% |
| Participant deferral / active EE | $9,113 | $4,957+83.8% | $4,370+108.5% | $5,982+52.3% |
| Admin fee / account holder | $232 | $7,245-96.8% | $5,945-96.1% | $11,246-97.9% |