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 5-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 | $85,024 | $100,852-15.7% | $90,404-6.0% | $158,922-46.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.03% | 1724.20%-1715.2pp | 1293.02%-1284.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $5,346 | $3,689+44.9% | $3,262+63.9% | $4,761+12.3% |
| Participant deferral / active EE | $12,446 | $4,348+186.2% | $3,963+214.0% | $5,982+108.0% |
| Admin fee / account holder | $2 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |