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 | $176,945 | $99,020+78.7% | $86,590+104.3% | $147,584+19.9% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 109.93% | 1312.34%-1202.4pp | 964.84%-854.9pp | 578.55%-468.6pp |
| Employer contribution / active EE | $643 | $3,132-79.5% | $2,839-77.4% | $4,876-86.8% |
| Participant deferral / active EE | $788 | $3,972-80.2% | $3,609-78.2% | $5,439-85.5% |
| Admin fee / account holder | $205 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |