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 | $249,885 | $135,952+83.8% | $123,892+101.7% | $273,961-8.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.20% | 56.63%-44.4pp | 47.52%-35.3pp | 41.45%-29.3pp |
| Employer contribution / active EE | $9,080 | $5,170+75.6% | $4,617+96.7% | $4,869+86.5% |
| Participant deferral / active EE | $8,637 | $6,343+36.2% | $5,984+44.3% | $5,287+63.4% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |