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 | $104,905 | $103,376+1.5% | $87,100+20.4% | $152,861-31.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.72% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,589 | $3,220+42.5% | $2,521+82.0% | $4,762-3.6% |
| Participant deferral / active EE | $9,333 | $4,778+95.3% | $4,049+130.5% | $5,850+59.5% |
| Admin fee / account holder | $18 | $12,205-99.8% | $7,497-99.8% | $11,596-99.8% |