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 | $45,797 | $100,852-54.6% | $90,404-49.3% | $158,922-71.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.49% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,459 | $3,689-33.3% | $3,262-24.6% | $4,761-48.4% |
| Participant deferral / active EE | $6,121 | $4,348+40.8% | $3,963+54.4% | $5,982+2.3% |
| Admin fee / account holder | $124 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |