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 | $84,381 | $103,376-18.4% | $87,100-3.1% | $152,861-44.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.51% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,250 | $3,220-61.2% | $2,521-50.4% | $4,762-73.8% |
| Participant deferral / active EE | $13,116 | $4,778+174.5% | $4,049+224.0% | $5,850+124.2% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |