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 | $67,008 | $201,272-66.7% | $184,203-63.6% | $145,922-54.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.16% | 29.00%-16.8pp | 28.81%-16.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,251 | $7,022-53.7% | $6,427-49.4% | $4,660-30.2% |
| Participant deferral / active EE | $7,567 | $9,806-22.8% | $9,131-17.1% | $6,688+13.1% |
| Admin fee / account holder | $40 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |