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 | $106,739 | $100,852+5.8% | $90,404+18.1% | $158,922-32.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 16.90% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,083 | $3,689-16.4% | $3,262-5.5% | $4,761-35.2% |
| Participant deferral / active EE | $7,969 | $4,348+83.3% | $3,963+101.1% | $5,982+33.2% |
| Admin fee / account holder | $2 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |