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 | $50,053 | $175,202-71.4% | $149,673-66.6% | $139,434-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.42% | 166.71%-141.3pp | 134.42%-109.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,878 | $5,474-29.2% | $4,818-19.5% | $4,751-18.4% |
| Participant deferral / active EE | $9,557 | $6,519+46.6% | $5,680+68.2% | $6,710+42.4% |
| Admin fee / account holder | $160 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |