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 | $83,365 | $102,547-18.7% | $78,210+6.6% | $147,584-43.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.23% | 51.08%-30.9pp | 40.90%-20.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,125 | $2,617-57.0% | $2,034-44.7% | $4,876-76.9% |
| Participant deferral / active EE | $1,125 | $3,481-67.7% | $2,823-60.1% | $5,439-79.3% |
| Admin fee / account holder | $30 | $5,059-99.4% | $3,758-99.2% | $10,885-99.7% |