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 | $93,763 | $105,181-10.9% | $159,436-41.2% | $85,850+9.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.21% | 45.07%-24.9pp | 263.57%-243.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $3,248 | $3,318-2.1% | $4,829-32.7% | $2,565+26.6% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $285 | $6,933-95.9% | $10,799-97.4% | $6,260-95.5% |