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 | $124,948 | $135,952-8.1% | $123,892+0.9% | $273,961-54.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.37% | 56.63%-49.3pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,380 | $5,170-54.0% | $4,617-48.4% | $4,869-51.1% |
| Participant deferral / active EE | $4,449 | $6,343-29.9% | $5,984-25.7% | $5,287-15.9% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |