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 | $117,654 | $152,587-22.9% | $125,175-6.0% | $152,861-23.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.88% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $12,000 | $4,946+142.6% | $3,865+210.4% | $4,762+152.0% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,850+184.9% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |