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 | $150,331 | $159,602-5.8% | $150,045+0.2% | $142,382+5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.76% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,500 | $4,961-69.8% | $4,693-68.0% | $4,299-65.1% |
| Participant deferral / active EE | $11,250 | $8,310+35.4% | $7,997+40.7% | $6,507+72.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |