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 6-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 | $48,499 | $100,852-51.9% | $90,404-46.4% | $158,922-69.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.12% | 1724.20%-1703.1pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $6,423 | $3,689+74.1% | $3,262+96.9% | $4,761+34.9% |
| Participant deferral / active EE | $10,668 | $4,348+145.4% | $3,963+169.2% | $5,982+78.3% |
| Admin fee / account holder | $1 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |