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 | $66,542 | $115,770-42.5% | $101,248-34.3% | $158,922-58.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.58% | 56.14%-27.6pp | 46.47%-17.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $3,893 | $4,175-6.8% | $3,660+6.4% | $4,761-18.2% |
| Participant deferral / active EE | $7,719 | $4,957+55.7% | $4,370+76.6% | $5,982+29.0% |
| Admin fee / account holder | $45 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |