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 | $53,715 | $82,664-35.0% | $125,339-57.1% | $68,494-21.6% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | 71.61% | -5.97%+77.6pp | 572.05%-500.4pp | -7.84%+79.5pp |
| Employer contribution / active EE | $4,228 | $3,381+25.1% | $4,814-12.2% | $2,596+62.8% |
| Participant deferral / active EE | $9,003 | $6,110+47.3% | $7,446+20.9% | $4,027+123.6% |
| Admin fee / account holder | $60 | $6,275-99.0% | $10,010-99.4% | $5,403-98.9% |