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 | $56,804 | $135,952-58.2% | $123,892-54.2% | $273,961-79.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $8,044 | $5,170+55.6% | $4,617+74.2% | $4,869+65.2% |
| Participant deferral / active EE | $11,799 | $6,343+86.0% | $5,984+97.2% | $5,287+123.2% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |