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 | $44,541 | $100,852-55.8% | $90,404-50.7% | $158,922-72.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.13% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,973 | $4,348-31.6% | $3,963-25.0% | $5,982-50.3% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |