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 | $105,805 | $104,251+1.5% | $91,001+16.3% | $147,584-28.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.89% | 27.06%-9.2pp | 4.60%+13.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,088 | $3,116-33.0% | $2,456-15.0% | $4,876-57.2% |
| Participant deferral / active EE | $2,908 | $4,195-30.7% | $3,547-18.0% | $5,439-46.5% |
| Admin fee / account holder | $136 | $8,948-98.5% | $5,417-97.5% | $10,885-98.8% |