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 | $138,847 | $103,376+34.3% | $87,100+59.4% | $152,861-9.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.23% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,500 | $3,220+39.7% | $2,521+78.5% | $4,762-5.5% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,049+517.5% | $5,850+327.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |