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 | $61,288 | $116,175-47.2% | $93,606-34.5% | $152,861-59.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.58% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,574 | $3,218-51.1% | $2,718-42.1% | $4,762-66.9% |
| Participant deferral / active EE | $1,431 | $4,603-68.9% | $4,069-64.8% | $5,850-75.5% |
| Admin fee / account holder | $9 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |