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 | $127,692 | $88,751+43.9% | $81,812+56.1% | $145,922-12.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 17.35% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,735 | $3,083+53.6% | $2,912+62.6% | $4,660+1.6% |
| Participant deferral / active EE | $4,610 | $4,643-0.7% | $4,319+6.7% | $6,688-31.1% |
| Admin fee / account holder | $6 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |