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 7-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 | $72,138 | $81,625-11.6% | $58,482+23.4% | $139,434-48.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.00% | 7404.20%-7381.2pp | 4239.32%-4216.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $8,033 | $1,398+474.5% | $1,053+662.7% | $4,751+69.1% |
| Participant deferral / active EE | $11,696 | $2,557+357.5% | $1,924+507.9% | $6,710+74.3% |
| Admin fee / account holder | $281 | $3,265-91.4% | $2,516-88.8% | $11,403-97.5% |