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 | $109,681 | $99,079+10.7% | $77,999+40.6% | $273,961-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.49% | 217.93%-214.4pp | 425.96%-422.5pp | 41.45%-38.0pp |
| Employer contribution / active EE | $4,193 | $3,308+26.8% | $2,470+69.8% | $4,869-13.9% |
| Participant deferral / active EE | $4,448 | $4,306+3.3% | $3,497+27.2% | $5,287-15.9% |
| Admin fee / account holder | $135 | $8,954-98.5% | $5,480-97.5% | $10,132-98.7% |