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 | $63,327 | $100,852-37.2% | $90,404-30.0% | $158,922-60.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.05% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,711 | $3,689+27.7% | $3,262+44.4% | $4,761-1.1% |
| Participant deferral / active EE | $5,805 | $4,348+33.5% | $3,963+46.5% | $5,982-3.0% |
| Admin fee / account holder | $58 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |