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 | $176,538 | $115,770+52.5% | $101,248+74.4% | $158,922+11.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 14.88% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,466 | $4,175-40.9% | $3,660-32.6% | $4,761-48.2% |
| Participant deferral / active EE | $4,287 | $4,957-13.5% | $4,370-1.9% | $5,982-28.3% |
| Admin fee / account holder | -$20 | $7,245-100.3% | $5,945-100.3% | $11,246-100.2% |