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 | $157,905 | $95,561+65.2% | $77,163+104.6% | $139,434+13.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.30% | 54.92%-33.6pp | 37.87%-16.6pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,500 | $3,147-20.6% | $2,535-1.4% | $4,751-47.4% |
| Participant deferral / active EE | $3,500 | $4,624-24.3% | $3,833-8.7% | $6,710-47.8% |
| Admin fee / account holder | $30 | $8,295-99.6% | $5,472-99.5% | $11,403-99.7% |