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 | $87,897 | $171,865-48.9% | $149,718-41.3% | $147,584-40.4% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 17.64% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $5,316 | $6,275-15.3% | $5,445-2.4% | $4,876+9.0% |
| Participant deferral / active EE | $11,118 | $7,271+52.9% | $6,569+69.3% | $5,439+104.4% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |