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 4-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 | $96,728 | $114,381-15.4% | $107,525-10.0% | $142,382-32.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.55% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,537 | $4,015-36.8% | $3,754-32.4% | $4,299-41.0% |
| Participant deferral / active EE | $16,844 | $5,564+202.7% | $5,116+229.3% | $6,507+158.9% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |