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 | $90,953 | $72,071+26.2% | $68,368+33.0% | $137,256-33.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.31% | 353.14%-332.8pp | 292.57%-272.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,298 | $2,788-53.4% | $2,649-51.0% | $4,156-68.8% |
| Participant deferral / active EE | $2,040 | $4,410-53.7% | $4,123-50.5% | $6,407-68.2% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |