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 | $101,275 | $104,251-2.9% | $91,001+11.3% | $147,584-31.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.13% | 27.06%-15.9pp | 4.60%+6.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,763 | $3,116-43.4% | $2,456-28.2% | $4,876-63.8% |
| Participant deferral / active EE | $4,539 | $4,195+8.2% | $3,547+28.0% | $5,439-16.5% |
| Admin fee / account holder | $71 | $8,948-99.2% | $5,417-98.7% | $10,885-99.4% |