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 | $108,828 | $99,079+9.8% | $77,999+39.5% | $273,961-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.66% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $11,989 | $3,308+262.5% | $2,470+385.4% | $4,869+146.2% |
| Participant deferral / active EE | $6,000 | $4,306+39.3% | $3,497+71.6% | $5,287+13.5% |
| Admin fee / account holder | $40 | $8,954-99.6% | $5,480-99.3% | $10,132-99.6% |