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 5-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 | $55,876 | $74,888-25.4% | $71,209-21.5% | $142,382-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.36% | 345.14%-322.8pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,607 | $2,854+61.4% | $2,721+69.3% | $4,299+7.2% |
| Participant deferral / active EE | $16,567 | $4,454+271.9% | $4,175+296.8% | $6,507+154.6% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |