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 | $171,775 | $201,272-14.7% | $184,203-6.7% | $145,922+17.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.57% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,834 | $7,022-31.2% | $6,427-24.8% | $4,660+3.7% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $63 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |