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 | $145,864 | $209,832-30.5% | $189,513-23.0% | $167,490-12.9% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 55.12% | 748.27%-693.2pp | 555.15%-500.0pp | 478.56%-423.4pp |
| Employer contribution / active EE | $6,136 | $6,914-11.2% | $6,162-0.4% | $4,837+26.8% |
| Participant deferral / active EE | $12,158 | $8,935+36.1% | $8,221+47.9% | $6,341+91.7% |
| Admin fee / account holder | $5 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |