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 4-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 | $70,451 | $76,738-8.2% | $56,411+24.9% | $145,922-51.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $10,112 | $1,380+632.8% | $1,039+873.5% | $4,660+117.0% |
| Participant deferral / active EE | $7,270 | $2,623+177.2% | $1,952+272.5% | $6,688+8.7% |
| Admin fee / account holder | $215 | $3,334-93.6% | $2,829-92.4% | $13,397-98.4% |