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 | $141,030 | $104,251+35.3% | $91,001+55.0% | $147,584-4.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.52% | 27.06%-8.5pp | 4.60%+13.9pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,461 | $3,116+75.3% | $2,456+122.4% | $4,876+12.0% |
| Participant deferral / active EE | $6,612 | $4,195+57.6% | $3,547+86.4% | $5,439+21.6% |
| Admin fee / account holder | $3 | $8,948-100.0% | $5,417-99.9% | $10,885-100.0% |