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 | $54,975 | $100,852-45.5% | $90,404-39.2% | $158,922-65.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 28.50% | 1724.20%-1695.7pp | 1293.02%-1264.5pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,509 | $3,689-59.1% | $3,262-53.7% | $4,761-68.3% |
| Participant deferral / active EE | $6,410 | $4,348+47.4% | $3,963+61.7% | $5,982+7.1% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |