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 | $90,505 | $92,703-2.4% | $82,719+9.4% | $134,475-32.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.68% | 944.92%-940.2pp | 701.18%-696.5pp | 417.96%-413.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,650 | $4,802-3.2% | $4,395+5.8% | $6,400-27.3% |
| Admin fee / account holder | $171 | $5,983-97.1% | $5,329-96.8% | $11,426-98.5% |