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 | $72,690 | $48,076+51.2% | $78,689-7.6% | $62,891+15.6% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 4.97% | 31.35%-26.4pp | 62.18%-57.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $6,429 | $2,015+219.1% | $2,851+125.5% | $2,281+181.8% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |