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 | $68,421 | $185,200-63.1% | $142,863-52.1% | $167,490-59.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.33% | 8555.70%-8540.4pp | 5637.54%-5622.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,942 | $5,604-29.7% | $4,144-4.9% | $4,837-18.5% |
| Participant deferral / active EE | $5,060 | $4,494+12.6% | $3,837+31.9% | $6,341-20.2% |
| Admin fee / account holder | $60 | $8,031-99.3% | $6,560-99.1% | $12,309-99.5% |