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 | $122,734 | $115,770+6.0% | $101,248+21.2% | $158,922-22.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.28% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $9,699 | $4,175+132.3% | $3,660+165.0% | $4,761+103.7% |
| Participant deferral / active EE | $6,843 | $4,957+38.0% | $4,370+56.6% | $5,982+14.4% |
| Admin fee / account holder | $49 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |