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 | $102,110 | $115,770-11.8% | $101,248+0.9% | $158,922-35.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 10.77% | 56.14%-45.4pp | 46.47%-35.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $9,933 | $4,175+137.9% | $3,660+171.4% | $4,761+108.6% |
| Participant deferral / active EE | $7,631 | $4,957+53.9% | $4,370+74.6% | $5,982+27.6% |
| Admin fee / account holder | $262 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |