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 | $72,071+37.3% | $68,368+44.7% | $137,256-27.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.74% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,450 | $2,788-12.1% | $2,649-7.5% | $4,156-41.0% |
| Participant deferral / active EE | $2,450 | $4,410-44.4% | $4,123-40.6% | $6,407-61.8% |
| Admin fee / account holder | $216 | $5,336-96.0% | $5,150-95.8% | $12,270-98.2% |