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 | $119,701 | $201,272-40.5% | $184,203-35.0% | $145,922-18.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.17% | 29.00%-1.8pp | 28.81%-1.6pp | 561.29%-534.1pp |
| Employer contribution / active EE | $6,000 | $7,022-14.6% | $6,427-6.6% | $4,660+28.8% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,131-34.3% | $6,688-10.3% |
| Admin fee / account holder | $72 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |