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 5-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 | $76,179 | $70,475+8.1% | $100,516-24.2% | $79,858-4.6% |
| Participation rate | 96.6% | 73.7%+22.9pp | 79.4%+17.2pp | 69.6%+26.9pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,424 | $2,165+58.2% | $3,418+0.2% | $2,471+38.6% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $4,478-99.9% | $8,081-100.0% | $5,306-99.9% |