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 | $67,378 | $102,604-34.3% | $86,188-21.8% | $139,434-51.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 22.32% | 1922.51%-1900.2pp | 1168.45%-1146.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,925 | $3,032-36.5% | $2,380-19.1% | $4,751-59.5% |
| Participant deferral / active EE | $5,733 | $4,676+22.6% | $3,985+43.9% | $6,710-14.6% |
| Admin fee / account holder | $30 | $8,657-99.7% | $6,852-99.6% | $11,403-99.7% |