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 | $86,686 | $117,381-26.2% | $99,443-12.8% | $152,861-43.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.37% | 31.87%-11.5pp | 30.72%-10.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,806 | $3,013-40.0% | $2,540-28.9% | $4,762-62.1% |
| Participant deferral / active EE | $8,217 | $4,086+101.1% | $3,619+127.1% | $5,850+40.5% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |