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 5-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 | $63,331 | $169,032-62.5% | $129,207-51.0% | $145,922-56.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.95% | 14330.11%-14318.2pp | 9417.33%-9405.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,917 | $5,537-65.4% | $4,153-53.9% | $4,660-58.9% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $131 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |