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 | $94,068 | $96,635-2.7% | $86,612+8.6% | $139,434-32.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.37% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,572 | $3,263-21.2% | $3,022-14.9% | $4,751-45.9% |
| Participant deferral / active EE | $10,923 | $4,836+125.9% | $4,438+146.1% | $6,710+62.8% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |