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 | $145,142 | $176,812-17.9% | $146,665-1.0% | $167,490-13.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.02% | 24.03%-7.0pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,168 | $6,440-66.3% | $5,506-60.6% | $6,341-65.8% |
| Admin fee / account holder | $10 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |