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 | $115,570 | $100,852+14.6% | $90,404+27.8% | $158,922-27.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 57.73% | 1724.20%-1666.5pp | 1293.02%-1235.3pp | 302.83%-245.1pp |
| Employer contribution / active EE | $5,753 | $3,689+56.0% | $3,262+76.4% | $4,761+20.8% |
| Participant deferral / active EE | $2,946 | $4,348-32.3% | $3,963-25.7% | $5,982-50.8% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |