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 | $51,612 | $60,124-14.2% | $90,404-42.9% | $79,858-35.4% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.6pp |
| Annual return | 10.68% | 71.94%-61.3pp | 1293.02%-1282.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,125 | $2,068+2.8% | $3,262-34.8% | $2,471-14.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $104 | $3,976-97.4% | $5,611-98.1% | $5,306-98.0% |