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 9-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 | $55,051 | $100,852-45.4% | $90,404-39.1% | $158,922-65.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 35.29% | 1724.20%-1688.9pp | 1293.02%-1257.7pp | 302.83%-267.5pp |
| Employer contribution / active EE | $3,744 | $3,689+1.5% | $3,262+14.8% | $4,761-21.4% |
| Participant deferral / active EE | $25,620 | $4,348+489.3% | $3,963+546.4% | $5,982+328.3% |
| Admin fee / account holder | $114 | $6,501-98.2% | $5,611-98.0% | $11,246-99.0% |