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 | $200,857 | $100,852+99.2% | $90,404+122.2% | $158,922+26.4% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 12.84% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,896 | $3,689-48.6% | $3,262-41.9% | $4,761-60.2% |
| Participant deferral / active EE | $5,469 | $4,348+25.8% | $3,963+38.0% | $5,982-8.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |