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 | $112,232 | $100,852+11.3% | $90,404+24.1% | $158,922-29.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.74% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,287 | $3,689-38.0% | $3,262-29.9% | $4,761-52.0% |
| Participant deferral / active EE | $4,293 | $4,348-1.3% | $3,963+8.3% | $5,982-28.2% |
| Admin fee / account holder | $39 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |