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 7-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 | $73,369 | $100,852-27.3% | $90,404-18.8% | $158,922-53.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.54% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $20,484 | $3,689+455.3% | $3,262+528.0% | $4,761+330.2% |
| Participant deferral / active EE | $15,500 | $4,348+256.5% | $3,963+291.1% | $5,982+159.1% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |