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 | $147,184 | $69,207+112.7% | $64,056+129.8% | $139,434+5.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.38% | 45.88%-30.5pp | 33.69%-18.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,952 | $4,682-15.6% | $3,880+1.9% | $6,710-41.1% |
| Admin fee / account holder | $3 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |