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 | $160,676 | $101,069+59.0% | $81,478+97.2% | $147,584+8.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.00% | 32.40%-15.4pp | 38.78%-21.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,270 | $3,205-29.2% | $2,568-11.6% | $4,876-53.5% |
| Participant deferral / active EE | $1,280 | $4,242-69.8% | $3,537-63.8% | $5,439-76.5% |
| Admin fee / account holder | $13 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |