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 | $109,014 | $102,604+6.2% | $86,188+26.5% | $139,434-21.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.33% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,987 | $3,032-1.5% | $2,380+25.5% | $4,751-37.1% |
| Participant deferral / active EE | $8,414 | $4,676+80.0% | $3,985+111.1% | $6,710+25.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |