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 | $126,849 | $98,240+29.1% | $82,313+54.1% | $147,584-14.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.40% | 30.85%-18.5pp | 25.88%-13.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,200 | $3,192+62.9% | $2,428+114.1% | $4,876+6.6% |
| Participant deferral / active EE | $10,400 | $4,383+137.3% | $3,706+180.6% | $5,439+91.2% |
| Admin fee / account holder | $11 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |