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 | $94,026 | $44,850+109.6% | $60,547+55.3% | $59,632+57.7% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 22.39% | 1074.14%-1051.8pp | 335.64%-313.3pp | 2041.28%-2018.9pp |
| Employer contribution / active EE | $764 | $1,462-47.7% | $2,419-68.4% | $2,203-65.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $130 | $3,635-96.4% | $4,536-97.1% | $4,297-97.0% |