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 4-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 | $91,902 | $85,022+8.1% | $70,515+30.3% | $139,434-34.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.91% | 30.38%-12.5pp | 32.77%-14.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $6,720 | $3,909+71.9% | $2,973+126.0% | $4,751+41.5% |
| Participant deferral / active EE | $25,140 | $5,890+326.8% | $4,567+450.5% | $6,710+274.7% |
| Admin fee / account holder | $110 | $8,906-98.8% | $6,412-98.3% | $11,403-99.0% |