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 | $65,009 | $150,187-56.7% | $120,354-46.0% | $145,922-55.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.00% | 154.07%-140.1pp | 107.15%-93.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,032 | $4,348-53.3% | $3,463-41.3% | $4,660-56.4% |
| Participant deferral / active EE | $3,867 | $6,173-37.4% | $4,991-22.5% | $6,688-42.2% |
| Admin fee / account holder | $85 | $12,207-99.3% | $9,423-99.1% | $13,397-99.4% |