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 6-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 | $54,860 | $104,251-47.4% | $91,001-39.7% | $147,584-62.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.52% | 27.06%-10.5pp | 4.60%+11.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,247 | $3,116-60.0% | $2,456-49.2% | $4,876-74.4% |
| Participant deferral / active EE | $1,356 | $4,195-67.7% | $3,547-61.8% | $5,439-75.1% |
| Admin fee / account holder | $39 | $8,948-99.6% | $5,417-99.3% | $10,885-99.6% |