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 3-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 | $96,030 | $72,400+32.6% | $67,502+42.3% | $145,922-34.2% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 11.63% | 7182.46%-7170.8pp | 3512.12%-3500.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,130 | $3,069-30.6% | $2,731-22.0% | $4,660-54.3% |
| Participant deferral / active EE | $7,140 | $4,783+49.3% | $4,000+78.5% | $6,688+6.8% |
| Admin fee / account holder | $235 | $5,539-95.8% | $3,998-94.1% | $13,397-98.2% |