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 8-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 | $36,529 | $25,972+40.6% | - | $72,985-50.0% |
| Participation rate | 100.0% | 52.8%+47.2pp | - | 69.5%+30.5pp |
| Annual return | 21.28% | 20.47%+0.8pp | - | 81.00%-59.7pp |
| Employer contribution / active EE | $8,408 | $2,171+287.3% | - | $2,440+244.6% |
| Participant deferral / active EE | $4,949 | $2,560+93.3% | - | $3,607+37.2% |
| Admin fee / account holder | $262 | $2,104-87.6% | - | $5,124-94.9% |