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 | $64,925 | $171,865-62.2% | $149,718-56.6% | $147,584-56.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 25.15% | 2113.22%-2088.1pp | 1501.63%-1476.5pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,452 | $6,275-76.9% | $5,445-73.3% | $4,876-70.2% |
| Participant deferral / active EE | $12,328 | $7,271+69.6% | $6,569+87.7% | $5,439+126.7% |
| Admin fee / account holder | $49 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |