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 | $58,418 | $118,849-50.8% | $96,562-39.5% | $167,490-65.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.61% | 50.49%-32.9pp | 37.78%-20.2pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,226 | $3,120-60.7% | $2,356-48.0% | $4,837-74.7% |
| Participant deferral / active EE | $4,925 | $4,616+6.7% | $3,849+28.0% | $6,341-22.3% |
| Admin fee / account holder | $45 | $8,065-99.4% | $6,181-99.3% | $12,309-99.6% |