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 | $99,553 | $100,852-1.3% | $90,404+10.1% | $158,922-37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.90% | 1724.20%-1702.3pp | 1293.02%-1271.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,525 | $3,689-4.4% | $3,262+8.1% | $4,761-26.0% |
| Participant deferral / active EE | $12,900 | $4,348+196.7% | $3,963+225.5% | $5,982+115.6% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |