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 8-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 | $101,560 | $88,710+14.5% | $81,783+24.2% | $145,959-30.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 31.26% | 1027.26%-996.0pp | 775.05%-743.8pp | 561.95%-530.7pp |
| Employer contribution / active EE | $767 | $3,083-75.1% | $2,913-73.7% | $4,661-83.6% |
| Participant deferral / active EE | $1,226 | $4,645-73.6% | $4,320-71.6% | $6,689-81.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |