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 | $64,539 | $70,606-8.6% | $53,898+19.7% | $142,382-54.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.24% | 619.81%-603.6pp | 528.60%-512.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,496 | $1,202+24.5% | $932+60.5% | $4,299-65.2% |
| Participant deferral / active EE | $3,894 | $2,364+64.7% | $1,826+113.2% | $6,507-40.2% |
| Admin fee / account holder | $218 | $2,852-92.3% | $2,491-91.2% | $12,624-98.3% |