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 | $58,710 | $81,625-28.1% | $58,482+0.4% | $139,434-57.9% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 11.33% | 7404.20%-7392.9pp | 4239.32%-4228.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,708 | $1,398+236.7% | $1,053+347.0% | $4,751-0.9% |
| Participant deferral / active EE | $4,399 | $2,557+72.1% | $1,924+128.6% | $6,710-34.4% |
| Admin fee / account holder | $280 | $3,265-91.4% | $2,516-88.9% | $11,403-97.5% |