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 | $135,527 | $100,852+34.4% | $90,404+49.9% | $158,922-14.7% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 8.58% | 1724.20%-1715.6pp | 1293.02%-1284.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,263 | $3,689-11.5% | $3,2620% | $4,761-31.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |