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 | $95,743 | $109,881-12.9% | $150,045-36.2% | $84,808+12.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.50% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,460 | $3,561+81.4% | $4,693+37.6% | $2,631+145.5% |
| Participant deferral / active EE | $5,194 | $6,636-21.7% | $7,997-35.1% | $4,212+23.3% |
| Admin fee / account holder | $215 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |