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 | $73,337 | $152,587-51.9% | $125,175-41.4% | $152,861-52.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.49% | 54.84%-37.4pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,419 | $4,946-51.1% | $3,865-37.4% | $4,762-49.2% |
| Participant deferral / active EE | $14,420 | $5,868+145.7% | $4,937+192.1% | $5,850+146.5% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |