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 | $59,520 | $84,696-29.7% | $75,696-21.4% | $167,490-64.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.46% | 199.36%-185.9pp | 104.53%-91.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $7,102 | $3,230+119.9% | $2,743+159.0% | $4,837+46.8% |
| Participant deferral / active EE | $6,953 | $4,580+51.8% | $3,821+81.9% | $6,341+9.6% |
| Admin fee / account holder | $20 | $5,355-99.6% | $3,619-99.4% | $12,309-99.8% |