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 4-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 | $66,635 | $167,484-60.2% | $151,611-56.0% | $134,475-50.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 25.98% | 7.80%+18.2pp | 3.33%+22.6pp | 417.96%-392.0pp |
| Employer contribution / active EE | $10,783 | $6,829+57.9% | $6,166+74.9% | $4,740+127.5% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,400+110.9% |
| Admin fee / account holder | $171 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |