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 7-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 | $60,302 | $176,377-65.8% | $134,143-55.0% | $158,922-62.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.09% | 63.63%-60.5pp | 36.33%-33.2pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,550 | $5,040-69.2% | $3,704-58.2% | $4,761-67.4% |
| Participant deferral / active EE | $13,600 | $4,091+232.4% | $3,499+288.7% | $5,982+127.3% |
| Admin fee / account holder | $110 | $8,718-98.7% | $6,684-98.3% | $11,246-99.0% |