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 | $63,040 | $100,852-37.5% | $90,404-30.3% | $158,922-60.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.02% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,204 | $3,689-13.1% | $3,262-1.8% | $4,761-32.7% |
| Participant deferral / active EE | $6,890 | $4,348+58.5% | $3,963+73.8% | $5,982+15.2% |
| Admin fee / account holder | -$82 | $6,501-101.3% | $5,611-101.5% | $11,246-100.7% |