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 | $186,372 | $102,604+81.6% | $86,188+116.2% | $139,434+33.7% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 9.50% | 1922.51%-1913.0pp | 1168.45%-1159.0pp | 372.94%-363.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,224 | $4,676+75.9% | $3,985+106.4% | $6,710+22.6% |
| Admin fee / account holder | $119 | $8,657-98.6% | $6,852-98.3% | $11,403-99.0% |