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 | $135,489 | $176,812-23.4% | $146,665-7.6% | $167,490-19.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.41% | 24.03%-7.6pp | 22.74%-6.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,955 | $5,160-62.1% | $4,136-52.7% | $4,837-59.6% |
| Participant deferral / active EE | $5,536 | $6,440-14.0% | $5,506+0.5% | $6,341-12.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |