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 | $58,960 | $81,625-27.8% | $58,482+0.8% | $139,434-57.7% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 17.50% | 7404.20%-7386.7pp | 4239.32%-4221.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,010 | $2,557+135.1% | $1,924+212.4% | $6,710-10.4% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |