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 6-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 | $66,123 | $72,071-8.3% | $68,368-3.3% | $137,256-51.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.57% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,618 | $2,788+101.5% | $2,649+112.1% | $4,156+35.2% |
| Participant deferral / active EE | $13,254 | $4,410+200.5% | $4,123+221.5% | $6,407+106.9% |
| Admin fee / account holder | $79 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |