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 9-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 | $120,609 | $116,175+3.8% | $93,606+28.8% | $152,861-21.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 14.29% | 35.96%-21.7pp | 32.76%-18.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,500 | $4,603+171.5% | $4,069+207.2% | $5,850+113.7% |
| Admin fee / account holder | $101 | $10,748-99.1% | $7,888-98.7% | $11,596-99.1% |