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 | $115,024 | $99,341+15.8% | $84,750+35.7% | $273,961-58.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.81% | 22.93%-19.1pp | 22.78%-19.0pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,536 | $4,214-63.5% | $3,574-57.0% | $4,869-68.5% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |