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 | $87,135 | $99,652-12.6% | $78,778+10.6% | $147,584-41.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.54% | 47.28%-20.7pp | 35.62%-9.1pp | 578.55%-552.0pp |
| Employer contribution / active EE | $2,415 | $2,796-13.6% | $1,986+21.6% | $4,876-50.5% |
| Participant deferral / active EE | $5,142 | $3,664+40.4% | $2,958+73.8% | $5,439-5.5% |
| Admin fee / account holder | $33 | $7,155-99.5% | $5,134-99.4% | $10,885-99.7% |