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 | $92,535 | $100,852-8.2% | $90,404+2.4% | $158,922-41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.54% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,076 | $3,689-16.6% | $3,262-5.7% | $4,761-35.4% |
| Participant deferral / active EE | $4,260 | $4,348-2.0% | $3,963+7.5% | $5,982-28.8% |
| Admin fee / account holder | $51 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |