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 | $124,936 | $185,200-32.5% | $142,863-12.5% | $167,490-25.4% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 16.80% | 8555.70%-8538.9pp | 5637.54%-5620.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $12,422 | $5,604+121.7% | $4,144+199.8% | $4,837+156.8% |
| Participant deferral / active EE | $10,913 | $4,494+142.8% | $3,837+184.4% | $6,341+72.1% |
| Admin fee / account holder | $3 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |