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 | $136,778 | $176,812-22.6% | $146,665-6.7% | $167,490-18.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.79% | 24.03%-14.2pp | 22.74%-13.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,220 | $5,160-37.6% | $4,136-22.2% | $4,837-33.4% |
| Participant deferral / active EE | $7,366 | $6,440+14.4% | $5,506+33.8% | $6,341+16.2% |
| Admin fee / account holder | $3 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |