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 6-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 | $75,136 | $48,230+55.8% | $67,502+11.3% | $80,856-7.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 19.29% | 18.28%+1.0pp | 3512.12%-3492.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $6,142 | $2,020+204.1% | $2,731+124.9% | $2,755+122.9% |
| Participant deferral / active EE | $5,832 | $2,924+99.5% | $4,000+45.8% | $4,296+35.8% |
| Admin fee / account holder | $295 | $3,681-92.0% | $3,998-92.6% | $6,918-95.7% |