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 | $211,172 | $150,440+40.4% | $136,294+54.9% | $147,584+43.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 20.92% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $10,605 | $5,256+101.8% | $4,695+125.9% | $4,876+117.5% |
| Participant deferral / active EE | $4,143 | $6,630-37.5% | $6,247-33.7% | $5,439-23.8% |
| Admin fee / account holder | $91 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |