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 | $60,238 | $102,604-41.3% | $86,188-30.1% | $139,434-56.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.26% | 1922.51%-1906.2pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,716 | $3,032-10.4% | $2,380+14.1% | $4,751-42.8% |
| Participant deferral / active EE | $3,122 | $4,676-33.2% | $3,985-21.7% | $6,710-53.5% |
| Admin fee / account holder | $43 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |