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 | $113,720 | $102,604+10.8% | $86,188+31.9% | $139,434-18.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 15.39% | 1922.51%-1907.1pp | 1168.45%-1153.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,119 | $3,032+2.9% | $2,380+31.0% | $4,751-34.3% |
| Participant deferral / active EE | $6,852 | $4,676+46.5% | $3,985+71.9% | $6,710+2.1% |
| Admin fee / account holder | $3 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |