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 8-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 | $50,354 | $88,710-43.2% | $81,783-38.4% | $145,959-65.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.31% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,869 | $3,083-7.0% | $2,913-1.5% | $4,661-38.4% |
| Participant deferral / active EE | $5,678 | $4,645+22.3% | $4,320+31.4% | $6,689-15.1% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |