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 | $132,468 | $77,419+71.1% | $69,455+90.7% | $152,861-13.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.37% | 39.06%-13.7pp | 28.97%-3.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $5,643 | $3,315+70.2% | $2,779+103.1% | $4,762+18.5% |
| Participant deferral / active EE | $12,000 | $4,414+171.9% | $3,535+239.4% | $5,850+105.1% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |