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 | $144,419 | $158,398-8.8% | $126,539+14.1% | $142,382+1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.38% | 593.76%-575.4pp | 425.95%-407.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,699 | $4,650+22.6% | $3,674+55.1% | $4,299+32.6% |
| Participant deferral / active EE | $9,784 | $4,767+105.3% | $4,083+139.7% | $6,507+50.4% |
| Admin fee / account holder | $50 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |