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 | $73,642 | $72,400+1.7% | $67,502+9.1% | $145,922-49.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.11% | 7182.46%-7166.4pp | 3512.12%-3496.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $6,320 | $3,069+105.9% | $2,731+131.4% | $4,660+35.6% |
| Participant deferral / active EE | $9,092 | $4,783+90.1% | $4,000+127.3% | $6,688+35.9% |
| Admin fee / account holder | $41 | $5,539-99.3% | $3,998-99.0% | $13,397-99.7% |