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 8-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 | $112,919 | $100,754+12.1% | $86,677+30.3% | $134,475-16.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 10.59% | 29.04%-18.4pp | 35.91%-25.3pp | 417.96%-407.4pp |
| Employer contribution / active EE | $10,000 | $3,489+186.6% | $2,836+252.6% | $4,740+111.0% |
| Participant deferral / active EE | $6,372 | $5,338+19.4% | $4,656+36.9% | $6,400-0.4% |
| Admin fee / account holder | $40 | $10,926-99.6% | $7,493-99.5% | $11,426-99.7% |