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 | $123,816 | $197,591-37.3% | $177,821-30.4% | $158,922-22.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.51% | 58.76%-48.2pp | 48.32%-37.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,735 | $6,697-44.2% | $5,918-36.9% | $4,761-21.6% |
| Participant deferral / active EE | $7,703 | $8,405-8.3% | $7,714-0.1% | $5,982+28.8% |
| Admin fee / account holder | $165 | $15,399-98.9% | $12,427-98.7% | $11,246-98.5% |