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 | $77,890 | $135,635-42.6% | $110,238-29.3% | $135,375-42.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.13% | 513.19%-506.1pp | 314.74%-307.6pp | 519.73%-512.6pp |
| Employer contribution / active EE | $5,000 | $4,906+1.9% | $3,826+30.7% | $4,779+4.6% |
| Participant deferral / active EE | $6,002 | $5,506+9.0% | $4,672+28.5% | $5,609+7.0% |
| Admin fee / account holder | $217 | $11,457-98.1% | $8,547-97.5% | $10,827-98.0% |