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 | $137,821 | $171,865-19.8% | $149,718-7.9% | $147,584-6.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 19.93% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,545 | $6,275-75.4% | $5,445-71.6% | $4,876-68.3% |
| Participant deferral / active EE | $6,180 | $7,271-15.0% | $6,569-5.9% | $5,439+13.6% |
| Admin fee / account holder | $29 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |