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 | $73,553 | $85,202-13.7% | $172,739-57.4% | $72,985+0.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.26% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,211 | $3,324+56.7% | $5,143+1.3% | $2,440+113.6% |
| Participant deferral / active EE | $6,091 | $3,260+86.8% | $5,198+17.2% | $3,607+68.8% |
| Admin fee / account holder | $214 | $5,884-96.4% | $13,954-98.5% | $5,124-95.8% |