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 | $106,746 | $179,726-40.6% | $156,263-31.7% | $142,382-25.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.64% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,336 | $5,069-53.9% | $4,333-46.1% | $4,299-45.7% |
| Participant deferral / active EE | $9,104 | $6,956+30.9% | $6,158+47.8% | $6,507+39.9% |
| Admin fee / account holder | $190 | $17,272-98.9% | $14,255-98.7% | $12,624-98.5% |