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 10-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 | $60,251 | $96,635-37.7% | $86,612-30.4% | $139,434-56.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.75% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,869 | $3,263-12.1% | $3,022-5.1% | $4,751-39.6% |
| Participant deferral / active EE | $5,636 | $4,836+16.5% | $4,438+27.0% | $6,710-16.0% |
| Admin fee / account holder | $55 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |