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 | $192,946 | $111,724+72.7% | $93,606+106.1% | $145,922+32.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.91% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $935 | $3,090-69.7% | $2,420-61.4% | $4,660-79.9% |
| Participant deferral / active EE | $7,016 | $4,912+42.8% | $4,411+59.0% | $6,688+4.9% |
| Admin fee / account holder | $154 | $10,250-98.5% | $8,285-98.1% | $13,397-98.9% |