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 | $62,684 | $76,738-18.3% | $56,411+11.1% | $145,922-57.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.97% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,051 | $1,380-23.8% | $1,039+1.2% | $4,660-77.4% |
| Participant deferral / active EE | $2,601 | $2,623-0.8% | $1,952+33.2% | $6,688-61.1% |
| Admin fee / account holder | $50 | $3,334-98.5% | $2,829-98.2% | $13,397-99.6% |