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 | $73,818 | $100,852-26.8% | $90,404-18.3% | $158,922-53.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.52% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,443 | $3,689-33.8% | $3,262-25.1% | $4,761-48.7% |
| Participant deferral / active EE | $7,850 | $4,348+80.5% | $3,963+98.1% | $5,982+31.2% |
| Admin fee / account holder | $182 | $6,501-97.2% | $5,611-96.8% | $11,246-98.4% |