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 | $98,960 | $124,281-20.4% | $109,143-9.3% | $167,490-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.80% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,195 | $4,207-47.8% | $3,722-41.0% | $4,837-54.6% |
| Participant deferral / active EE | $10,262 | $5,255+95.3% | $4,653+120.5% | $6,341+61.8% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |