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 | $137,667 | $176,812-22.1% | $146,665-6.1% | $167,490-17.8% |
| Participation rate | 95.5% | 83.6%+11.8pp | 80.1%+15.4pp | 82.1%+13.3pp |
| Annual return | 16.68% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,030 | $5,160-41.3% | $4,136-26.7% | $4,837-37.4% |
| Participant deferral / active EE | $3,500 | $6,440-45.7% | $5,506-36.4% | $6,341-44.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |