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 | $37,953 | $85,202-55.5% | $172,739-78.0% | $72,985-48.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.96% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,739 | $3,324+42.6% | $5,143-7.8% | $2,440+94.2% |
| Participant deferral / active EE | $4,724 | $3,260+44.9% | $5,198-9.1% | $3,607+31.0% |
| Admin fee / account holder | $113 | $5,884-98.1% | $13,954-99.2% | $5,124-97.8% |