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 | $69,186 | $70,587-2.0% | $124,672-44.5% | $85,850-19.4% |
| Participation rate | 97.4% | 64.4%+33.0pp | 74.6%+22.8pp | 69.3%+28.1pp |
| Annual return | 30.78% | 20688.83%-20658.0pp | 5142.93%-5112.2pp | 318.53%-287.8pp |
| Employer contribution / active EE | $1,533 | $1,913-19.9% | $3,324-53.9% | $2,565-40.2% |
| Participant deferral / active EE | $2,739 | $2,969-7.7% | $4,614-40.6% | $3,952-30.7% |
| Admin fee / account holder | $173 | $5,282-96.7% | $7,493-97.7% | $6,260-97.2% |