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 | $85,254 | $100,773-15.4% | $88,946-4.1% | $142,382-40.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.42% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,825 | $2,918+65.4% | $2,555+88.9% | $4,299+12.2% |
| Participant deferral / active EE | $10,286 | $5,230+96.7% | $4,581+124.5% | $6,507+58.1% |
| Admin fee / account holder | $157 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |