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 | $118,402 | $100,852+17.4% | $90,404+31.0% | $158,922-25.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.77% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,378 | $3,689-35.5% | $3,262-27.1% | $4,761-50.1% |
| Participant deferral / active EE | $18,556 | $4,348+326.8% | $3,963+368.2% | $5,982+210.2% |
| Admin fee / account holder | $5 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |