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 | $100,324 | $152,587-34.3% | $125,175-19.9% | $152,861-34.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.49% | 54.84%-32.3pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,787 | $4,946-63.9% | $3,865-53.8% | $4,762-62.5% |
| Participant deferral / active EE | $4,126 | $5,868-29.7% | $4,937-16.4% | $5,850-29.5% |
| Admin fee / account holder | $175 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |