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 | $53,886 | $100,852-46.6% | $90,404-40.4% | $158,922-66.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.91% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,162 | $3,689-41.4% | $3,262-33.7% | $4,761-54.6% |
| Participant deferral / active EE | $8,608 | $4,348+98.0% | $3,963+117.2% | $5,982+43.9% |
| Admin fee / account holder | $154 | $6,501-97.6% | $5,611-97.3% | $11,246-98.6% |