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 | $172,008 | $201,272-14.5% | $184,203-6.6% | $145,922+17.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.42% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,920 | $7,022-44.2% | $6,427-39.0% | $4,660-15.9% |
| Participant deferral / active EE | $8,550 | $9,806-12.8% | $9,131-6.4% | $6,688+27.8% |
| Admin fee / account holder | $115 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |