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 | $139,297 | $150,440-7.4% | $136,294+2.2% | $147,584-5.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 22.34% | 1049.08%-1026.7pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,226 | $5,256-57.6% | $4,695-52.6% | $4,876-54.4% |
| Participant deferral / active EE | $10,430 | $6,630+57.3% | $6,247+67.0% | $5,439+91.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |