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 | $88,604 | $92,703-4.4% | $82,719+7.1% | $134,475-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 7.24% | 944.92%-937.7pp | 701.18%-693.9pp | 417.96%-410.7pp |
| Employer contribution / active EE | $1,436 | $3,274-56.1% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $3,806 | $4,802-20.7% | $4,395-13.4% | $6,400-40.5% |
| Admin fee / account holder | $42 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |