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 | $241,936 | $176,662+36.9% | $130,648+85.2% | $152,861+58.3% |
| Participation rate | 92.3% | 79.0%+13.3pp | 71.7%+20.6pp | 82.4%+9.9pp |
| Annual return | 21.93% | 2692.24%-2670.3pp | 1708.96%-1687.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,203 | $5,742-9.4% | $4,092+27.2% | $4,762+9.3% |
| Participant deferral / active EE | $10,406 | $4,361+138.6% | $3,603+188.8% | $5,850+77.9% |
| Admin fee / account holder | $9 | $7,133-99.9% | $5,464-99.8% | $11,596-99.9% |