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 | $90,239 | $99,877-9.7% | $84,966+6.2% | $145,922-38.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,155 | $3,231-2.4% | $2,727+15.7% | $4,660-32.3% |
| Participant deferral / active EE | $7,426 | $5,291+40.4% | $4,519+64.3% | $6,688+11.0% |
| Admin fee / account holder | $29 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |