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 | $118,797 | $76,000+56.3% | $154,107-22.9% | $64,186+85.1% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -7.24% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,260 | $3,351-2.7% | $5,298-38.5% | $2,381+36.9% |
| Participant deferral / active EE | $8,885 | $3,175+179.8% | $5,081+74.9% | $3,470+156.1% |
| Admin fee / account holder | $30 | $5,596-99.5% | $13,411-99.8% | $4,888-99.4% |