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 | $188,692 | $171,865+9.8% | $149,718+26.0% | $147,584+27.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 17.28% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,803 | $6,275-55.3% | $5,445-48.5% | $4,876-42.5% |
| Participant deferral / active EE | $7,877 | $7,271+8.3% | $6,569+19.9% | $5,439+44.8% |
| Admin fee / account holder | $59 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |