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 | $56,901 | $48,046+18.4% | $84,611-32.7% | $72,985-22.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.30% | 37.38%-13.1pp | 258.74%-234.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,985 | $1,602+148.8% | $2,652+50.2% | $2,440+63.3% |
| Participant deferral / active EE | $4,282 | $2,680+59.7% | $3,899+9.8% | $3,607+18.7% |
| Admin fee / account holder | $99 | $3,395-97.1% | $4,912-98.0% | $5,124-98.1% |