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 | $167,965 | $100,852+66.5% | $90,404+85.8% | $158,922+5.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 16.69% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,112 | $3,689-42.7% | $3,262-35.3% | $4,761-55.6% |
| Participant deferral / active EE | $5,294 | $4,348+21.8% | $3,963+33.6% | $5,982-11.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |