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 | $74,022 | $183,519-59.7% | $155,509-52.4% | $145,922-49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,593 | $5,313-13.5% | $4,672-1.7% | $4,660-1.4% |
| Participant deferral / active EE | $7,434 | $6,462+15.0% | $5,626+32.1% | $6,688+11.2% |
| Admin fee / account holder | $300 | $19,313-98.4% | $15,912-98.1% | $13,397-97.8% |