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 | $59,632 | $100,852-40.9% | $90,404-34.0% | $158,922-62.5% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 15.97% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,360 | $4,348-45.7% | $3,963-40.4% | $5,982-60.5% |
| Admin fee / account holder | -$31 | $6,501-100.5% | $5,611-100.5% | $11,246-100.3% |