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 5-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 | $110,413 | $109,881+0.5% | $150,045-26.4% | $84,808+30.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $9,197 | $3,561+158.2% | $4,693+96.0% | $2,631+249.6% |
| Participant deferral / active EE | $7,662 | $6,636+15.5% | $7,997-4.2% | $4,212+81.9% |
| Admin fee / account holder | $219 | $8,568-97.4% | $13,435-98.4% | $7,344-97.0% |