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 | $45,630 | $100,852-54.8% | $90,404-49.5% | $158,922-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.10% | 1724.20%-1702.1pp | 1293.02%-1270.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,376 | $3,689+18.6% | $3,262+34.2% | $4,761-8.1% |
| Participant deferral / active EE | $15,165 | $4,348+248.8% | $3,963+282.6% | $5,982+153.5% |
| Admin fee / account holder | $25 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |