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 5-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 | $88,619 | $102,604-13.6% | $86,188+2.8% | $139,434-36.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.31% | 1922.51%-1900.2pp | 1168.45%-1146.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,518 | $3,032-49.9% | $2,380-36.2% | $4,751-68.0% |
| Participant deferral / active EE | $1,518 | $4,676-67.5% | $3,985-61.9% | $6,710-77.4% |
| Admin fee / account holder | $38 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |