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 | $64,637 | $127,264-49.2% | $109,895-41.2% | $167,490-61.4% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.2%+16.3pp | 82.1%+8.4pp |
| Annual return | 17.41% | 22.97%-5.6pp | 29.45%-12.0pp | 478.56%-461.1pp |
| Employer contribution / active EE | $7,678 | $3,322+131.1% | $2,842+170.1% | $4,837+58.7% |
| Participant deferral / active EE | $4,519 | $4,514+0.1% | $4,048+11.6% | $6,341-28.7% |
| Admin fee / account holder | $63 | $7,114-99.1% | $6,066-99.0% | $12,309-99.5% |