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 | $83,807 | $99,079-15.4% | $77,999+7.4% | $273,961-69.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.83% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,261 | $3,308-31.7% | $2,470-8.5% | $4,869-53.6% |
| Participant deferral / active EE | $4,307 | $4,3060% | $3,497+23.2% | $5,287-18.5% |
| Admin fee / account holder | $23 | $8,954-99.7% | $5,480-99.6% | $10,132-99.8% |