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 | $59,238 | $74,888-20.9% | $71,209-16.8% | $142,382-58.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.44% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,023 | $2,854-64.2% | $2,721-62.4% | $4,299-76.2% |
| Participant deferral / active EE | $7,786 | $4,454+74.8% | $4,175+86.5% | $6,507+19.6% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |