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 | $84,995 | $102,966-17.5% | $90,281-5.9% | $152,861-44.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.02% | 95.16%-71.1pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,967 | $3,139-37.3% | $2,854-31.1% | $4,762-58.7% |
| Participant deferral / active EE | $4,200 | $4,281-1.9% | $3,885+8.1% | $5,850-28.2% |
| Admin fee / account holder | $75 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |