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 | $59,170 | $100,852-41.3% | $90,404-34.5% | $158,922-62.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.53% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,629 | $3,689-28.7% | $3,262-19.4% | $4,761-44.8% |
| Participant deferral / active EE | $8,643 | $4,348+98.8% | $3,963+118.1% | $5,982+44.5% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |