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 | $50,291 | $100,901-50.2% | $75,670-33.5% | $147,584-65.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.25% | 35.78%-18.5pp | 27.34%-10.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,914 | $3,253-41.2% | $2,352-18.6% | $4,876-60.7% |
| Participant deferral / active EE | $4,449 | $4,027+10.5% | $3,142+41.6% | $5,439-18.2% |
| Admin fee / account holder | $187 | $11,285-98.3% | $5,800-96.8% | $10,885-98.3% |