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 | $53,333 | $60,124-11.3% | $90,404-41.0% | $79,858-33.2% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.61% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $932 | $2,068-54.9% | $3,262-71.4% | $2,471-62.3% |
| Participant deferral / active EE | $3,784 | $2,938+28.8% | $3,963-4.5% | $3,740+1.2% |
| Admin fee / account holder | $88 | $3,976-97.8% | $5,611-98.4% | $5,306-98.3% |