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 | $104,070 | $114,381-9.0% | $107,525-3.2% | $142,382-26.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.56% | 242.71%-227.1pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,868 | $4,015-53.5% | $3,754-50.2% | $4,299-56.5% |
| Participant deferral / active EE | $5,341 | $5,564-4.0% | $5,116+4.4% | $6,507-17.9% |
| Admin fee / account holder | $158 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |