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 | $125,596 | $118,849+5.7% | $96,562+30.1% | $167,490-25.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.58% | 50.49%-40.9pp | 37.78%-28.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $24,031 | $3,120+670.3% | $2,356+919.8% | $4,837+396.8% |
| Participant deferral / active EE | $2,499 | $4,616-45.9% | $3,849-35.1% | $6,341-60.6% |
| Admin fee / account holder | $127 | $8,065-98.4% | $6,181-97.9% | $12,309-99.0% |