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 7-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 | $211,545 | $150,440+40.6% | $136,294+55.2% | $147,584+43.3% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 21.97% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,997 | $5,256-43.0% | $4,695-36.2% | $4,876-38.5% |
| Participant deferral / active EE | $4,754 | $6,630-28.3% | $6,247-23.9% | $5,439-12.6% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |