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 | $158,913 | $138,065+15.1% | $123,544+28.6% | $135,375+17.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 11.50% | 153.68%-142.2pp | 119.20%-107.7pp | 519.73%-508.2pp |
| Employer contribution / active EE | $4,781 | $5,151-7.2% | $4,628+3.3% | $4,7790% |
| Participant deferral / active EE | $8,509 | $6,799+25.2% | $6,426+32.4% | $5,609+51.7% |
| Admin fee / account holder | $33 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |