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 | $171,317 | $100,852+69.9% | $90,404+89.5% | $158,922+7.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.56% | 1724.20%-1703.6pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $9,800 | $3,689+165.7% | $3,262+200.4% | $4,761+105.8% |
| Participant deferral / active EE | $10,958 | $4,348+152.0% | $3,963+176.5% | $5,982+83.2% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-99.9% | $11,246-100.0% |