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 3-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 | $60,536 | $74,888-19.2% | $71,209-15.0% | $142,382-57.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.15% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,500 | $2,854-12.4% | $2,721-8.1% | $4,299-41.8% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |