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 5-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 | $166,624 | $118,849+40.2% | $96,562+72.6% | $167,490-0.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,500 | $3,120-51.9% | $2,356-36.3% | $4,837-69.0% |
| Participant deferral / active EE | $1,500 | $4,616-67.5% | $3,849-61.0% | $6,341-76.3% |
| Admin fee / account holder | $70 | $8,065-99.1% | $6,181-98.9% | $12,309-99.4% |