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 | $155,153 | $105,931+46.5% | $81,930+89.4% | $158,922-2.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.05% | 38.17%-21.1pp | 29.49%-12.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,295 | $7,800-44.9% | $4,310-0.3% | $4,761-9.8% |
| Participant deferral / active EE | $7,318 | $13,003-43.7% | $7,107+3.0% | $5,982+22.3% |
| Admin fee / account holder | $12 | $8,489-99.9% | $5,158-99.8% | $11,246-99.9% |