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 | $186,953 | $176,812+5.7% | $146,665+27.5% | $167,490+11.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.86% | 24.03%-7.2pp | 22.74%-5.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $27,101 | $5,160+425.2% | $4,136+555.2% | $4,837+460.2% |
| Participant deferral / active EE | $9,999 | $6,440+55.3% | $5,506+81.6% | $6,341+57.7% |
| Admin fee / account holder | $5 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |