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 | $75,342 | $154,117-51.1% | $129,995-42.0% | $139,434-46.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 32.48%-22.3pp | -137.18%+147.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $25,697 | $5,289+385.9% | $4,320+494.9% | $4,751+440.9% |
| Participant deferral / active EE | $10,120 | $6,710+50.8% | $5,820+73.9% | $6,710+50.8% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |