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 5-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 | $66,144 | $68,097-2.9% | $62,929+5.1% | $137,256-51.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.04% | 1859.11%-1837.1pp | 1063.93%-1041.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,456 | $2,811+58.5% | $2,505+77.9% | $4,156+7.2% |
| Participant deferral / active EE | $15,402 | $4,553+238.3% | $3,888+296.1% | $6,407+140.4% |
| Admin fee / account holder | $123 | $6,521-98.1% | $5,065-97.6% | $12,270-99.0% |