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 4-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 | $71,093 | $111,754-36.4% | $103,333-31.2% | $145,922-51.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.69% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $6,687 | $4,212+58.7% | $3,868+72.9% | $4,660+43.5% |
| Participant deferral / active EE | $18,580 | $5,619+230.7% | $5,057+267.4% | $6,688+177.8% |
| Admin fee / account holder | $12 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |