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 4-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 | $98,957 | $74,888+32.1% | $71,209+39.0% | $142,382-30.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.74% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,450 | $2,854-14.2% | $2,721-10.0% | $4,299-43.0% |
| Participant deferral / active EE | $2,450 | $4,454-45.0% | $4,175-41.3% | $6,507-62.3% |
| Admin fee / account holder | $216 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |