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 | $90,350 | $83,337+8.4% | $67,834+33.2% | $273,961-67.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.15% | 259.45%-252.3pp | 138.47%-131.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $8,638 | $3,287+162.8% | $2,403+259.4% | $4,869+77.4% |
| Participant deferral / active EE | $1,756 | $4,088-57.0% | $3,160-44.4% | $5,287-66.8% |
| Admin fee / account holder | $22 | $6,752-99.7% | $4,622-99.5% | $10,132-99.8% |