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 | $82,885 | $102,966-19.5% | $90,281-8.2% | $152,861-45.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.54% | 95.16%-74.6pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $750 | $3,139-76.1% | $2,854-73.7% | $4,762-84.3% |
| Participant deferral / active EE | $9,333 | $4,281+118.0% | $3,885+140.2% | $5,850+59.5% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |