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 | $110,820 | $102,604+8.0% | $86,188+28.6% | $139,434-20.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 31.18% | 1922.51%-1891.3pp | 1168.45%-1137.3pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,157 | $3,032-28.9% | $2,380-9.4% | $4,751-54.6% |
| Participant deferral / active EE | $4,348 | $4,676-7.0% | $3,985+9.1% | $6,710-35.2% |
| Admin fee / account holder | $40 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |