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 | $193,665 | $150,440+28.7% | $136,294+42.1% | $147,584+31.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 23.70% | 1049.08%-1025.4pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,437 | $5,256-34.6% | $4,695-26.8% | $4,876-29.5% |
| Participant deferral / active EE | $12,571 | $6,630+89.6% | $6,247+101.2% | $5,439+131.1% |
| Admin fee / account holder | $30 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |