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 4-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 | $48,087 | $114,381-58.0% | $107,525-55.3% | $142,382-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.74% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,810 | $4,015-30.0% | $3,754-25.1% | $4,299-34.6% |
| Participant deferral / active EE | $9,013 | $5,564+62.0% | $5,116+76.2% | $6,507+38.5% |
| Admin fee / account holder | $100 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |