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 | $58,312 | $101,069-42.3% | $81,478-28.4% | $147,584-60.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.70% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,353 | $3,205+4.6% | $2,568+30.6% | $4,876-31.2% |
| Participant deferral / active EE | $5,760 | $4,242+35.8% | $3,537+62.9% | $5,439+5.9% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |