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 | $94,053 | $176,662-46.8% | $130,648-28.0% | $152,861-38.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.45% | 2692.24%-2668.8pp | 1708.96%-1685.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,860 | $4,361+217.8% | $3,603+284.7% | $5,850+136.9% |
| Admin fee / account holder | $45 | $7,133-99.4% | $5,464-99.2% | $11,596-99.6% |