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 3-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 | $63,304 | $123,909-48.9% | $69,647-9.1% | $145,922-56.6% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.5%+19.3pp | 80.3%+5.4pp |
| Annual return | 13.10% | 190.55%-177.5pp | 100.48%-87.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,062 | $2,682+14.2% | $1,712+78.8% | $4,660-34.3% |
| Participant deferral / active EE | $8,579 | $4,236+102.5% | $2,886+197.3% | $6,688+28.3% |
| Admin fee / account holder | $20 | $7,863-99.7% | $4,713-99.6% | $13,397-99.9% |