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 6-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 | $49,305 | $180,749-72.7% | $160,784-69.3% | $137,256-64.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.13% | 2234.46%-2213.3pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,699 | $4,155-35.0% | $3,733-27.7% | $4,156-35.1% |
| Participant deferral / active EE | $11,133 | $6,844+62.7% | $6,293+76.9% | $6,407+73.8% |
| Admin fee / account holder | $65 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |