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 | $195,133 | $171,865+13.5% | $149,718+30.3% | $147,584+32.2% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 18.25% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,109 | $6,275-34.5% | $5,445-24.5% | $4,876-15.7% |
| Participant deferral / active EE | $5,660 | $7,271-22.1% | $6,569-13.8% | $5,439+4.1% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |