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 6-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 | $23,919 | $100,852-76.3% | $90,404-73.5% | $158,922-84.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.81% | 1724.20%-1700.4pp | 1293.02%-1269.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,671 | $3,689-27.6% | $3,262-18.1% | $4,761-43.9% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,963+64.0% | $5,982+8.7% |
| Admin fee / account holder | $155 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |