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 | $103,837 | $171,865-39.6% | $149,718-30.6% | $147,584-29.6% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 20.06% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,874 | $7,271+22.1% | $6,569+35.1% | $5,439+63.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |