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 | $59,031 | $100,852-41.5% | $90,404-34.7% | $158,922-62.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 27.38% | 1724.20%-1696.8pp | 1293.02%-1265.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $3,350 | $3,689-9.2% | $3,262+2.7% | $4,761-29.6% |
| Participant deferral / active EE | $9,001 | $4,348+107.0% | $3,963+127.1% | $5,982+50.5% |
| Admin fee / account holder | $137 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |