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 | $146,915 | $102,966+42.7% | $90,281+62.7% | $152,861-3.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.70% | 95.16%-77.5pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,020 | $4,281-76.2% | $3,885-73.7% | $5,850-82.6% |
| Admin fee / account holder | $167 | $6,171-97.3% | $5,351-96.9% | $11,596-98.6% |