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 | $60,061 | $90,503-33.6% | $78,689-23.7% | $273,961-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.54% | 75.60%-71.1pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $5,000 | $3,176+57.4% | $2,851+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $150 | $5,263-97.2% | $4,510-96.7% | $10,132-98.5% |