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 | $60,995 | $100,852-39.5% | $90,404-32.5% | $158,922-61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.89% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,083 | $3,689+37.8% | $3,262+55.8% | $4,761+6.8% |
| Participant deferral / active EE | $9,175 | $4,348+111.0% | $3,963+131.5% | $5,982+53.4% |
| Admin fee / account holder | $24 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |