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 | $112,291 | $124,281-9.6% | $109,143+2.9% | $167,490-33.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.31% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $9,942 | $4,207+136.3% | $3,722+167.1% | $4,837+105.5% |
| Participant deferral / active EE | $8,654 | $5,255+64.7% | $4,653+86.0% | $6,341+36.5% |
| Admin fee / account holder | $6 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |