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 | $56,964 | $100,852-43.5% | $90,404-37.0% | $158,922-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.75% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,669 | $3,689-27.6% | $3,262-18.2% | $4,761-43.9% |
| Participant deferral / active EE | $4,023 | $4,348-7.5% | $3,963+1.5% | $5,982-32.7% |
| Admin fee / account holder | $195 | $6,501-97.0% | $5,611-96.5% | $11,246-98.3% |