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 | $69,349 | $76,738-9.6% | $56,411+22.9% | $145,922-52.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 14.21% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $10,293 | $1,380+645.9% | $1,039+891.0% | $4,660+120.9% |
| Participant deferral / active EE | $6,790 | $2,623+158.9% | $1,952+247.9% | $6,688+1.5% |
| Admin fee / account holder | $4 | $3,334-99.9% | $2,829-99.8% | $13,397-100.0% |