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 | $123,336 | $127,777-3.5% | $106,548+15.8% | $167,490-26.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.42% | 33.87%-19.5pp | 26.80%-12.4pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,644 | $3,427+35.5% | $2,819+64.8% | $4,837-4.0% |
| Participant deferral / active EE | $10,028 | $5,087+97.1% | $4,398+128.0% | $6,341+58.1% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |