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 | $88,751+14.4% | $81,812+24.1% | $145,922-30.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 31.26% | 1025.40%-994.1pp | 773.79%-742.5pp | 561.29%-530.0pp |
| Employer contribution / active EE | $767 | $3,083-75.1% | $2,912-73.7% | $4,660-83.6% |
| Participant deferral / active EE | $1,226 | $4,643-73.6% | $4,319-71.6% | $6,688-81.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |