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 | $110,823 | $124,281-10.8% | $109,143+1.5% | $167,490-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.19% | 26.04%-10.8pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,460 | $4,207-41.5% | $3,722-33.9% | $4,837-49.1% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $38 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |