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 | $52,746 | $100,852-47.7% | $90,404-41.7% | $158,922-66.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 10.88% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,616 | $3,689-56.2% | $3,262-50.5% | $4,761-66.1% |
| Participant deferral / active EE | $4,062 | $4,348-6.6% | $3,963+2.5% | $5,982-32.1% |
| Admin fee / account holder | $151 | $6,501-97.7% | $5,611-97.3% | $11,246-98.7% |