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 6-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 | $12,636 | $100,852-87.5% | $90,404-86.0% | $158,922-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.43% | 1724.20%-1695.8pp | 1293.02%-1264.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,869 | $3,689-49.3% | $3,262-42.7% | $4,761-60.7% |
| Participant deferral / active EE | $3,527 | $4,348-18.9% | $3,963-11.0% | $5,982-41.0% |
| Admin fee / account holder | $154 | $6,501-97.6% | $5,611-97.3% | $11,246-98.6% |