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 | $81,431 | $154,117-47.2% | $129,995-37.4% | $139,434-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.53% | 32.48%-13.9pp | -137.18%+155.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,067 | $5,289+14.7% | $4,320+40.5% | $4,751+27.7% |
| Participant deferral / active EE | $4,093 | $6,710-39.0% | $5,820-29.7% | $6,710-39.0% |
| Admin fee / account holder | $65 | $14,007-99.5% | $10,614-99.4% | $11,403-99.4% |