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 | $40,111 | $157,256-74.5% | $141,162-71.6% | $152,861-73.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.27% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $9,665 | $5,261+83.7% | $4,735+104.1% | $4,762+102.9% |
| Participant deferral / active EE | $6,115 | $7,109-14.0% | $6,709-8.9% | $5,850+4.5% |
| Admin fee / account holder | $9 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |