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 | $61,964 | $53,127+16.6% | $86,590-28.4% | $70,131-11.6% |
| Participation rate | 90.6% | 65.3%+25.3pp | 73.5%+17.1pp | 69.5%+21.1pp |
| Annual return | 19.11% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,564 | $2,068+120.7% | $2,839+60.8% | $2,342+94.9% |
| Participant deferral / active EE | $6,273 | $2,696+132.7% | $3,609+73.8% | $3,332+88.3% |
| Admin fee / account holder | $172 | $3,585-95.2% | $4,906-96.5% | $4,645-96.3% |