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 8-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 | $84,967 | $100,852-15.8% | $90,404-6.0% | $158,922-46.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.25% | 1724.20%-1703.0pp | 1293.02%-1271.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $17,080 | $3,689+363.0% | $3,262+423.6% | $4,761+258.7% |
| Participant deferral / active EE | $10,894 | $4,348+150.6% | $3,963+174.9% | $5,982+82.1% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |