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 | $88,480 | $101,069-12.5% | $81,478+8.6% | $147,584-40.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.71% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,496 | $3,205-53.3% | $2,568-41.7% | $4,876-69.3% |
| Participant deferral / active EE | $4,892 | $4,242+15.3% | $3,537+38.3% | $5,439-10.1% |
| Admin fee / account holder | $15 | $5,812-99.7% | $4,561-99.7% | $10,885-99.9% |