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 | $87,367 | $70,756+23.5% | $65,493+33.4% | $142,382-38.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.12% | 1754.89%-1741.8pp | 982.45%-969.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $733 | $2,881-74.6% | $2,574-71.5% | $4,299-83.0% |
| Participant deferral / active EE | $8,700 | $4,637+87.6% | $3,961+119.6% | $6,507+33.7% |
| Admin fee / account holder | $267 | $6,559-95.9% | $5,028-94.7% | $12,624-97.9% |