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 | $67,062 | $40,256+66.6% | $57,343+16.9% | $59,632+12.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.83% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $5,689 | $1,922+196.0% | $2,689+111.6% | $2,203+158.3% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $128 | $2,818-95.5% | $3,356-96.2% | $4,297-97.0% |