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 | $93,895 | $99,877-6.0% | $84,966+10.5% | $145,922-35.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.05% | 83.76%-59.7pp | 66.38%-42.3pp | 561.29%-537.2pp |
| Employer contribution / active EE | $4,215 | $3,231+30.4% | $2,727+54.5% | $4,660-9.6% |
| Participant deferral / active EE | $10,171 | $5,291+92.2% | $4,519+125.0% | $6,688+52.1% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |