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 | $212,284 | $124,281+70.8% | $109,143+94.5% | $167,490+26.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.32% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,413 | $4,207-42.7% | $3,722-35.2% | $4,837-50.1% |
| Participant deferral / active EE | $4,108 | $5,255-21.8% | $4,653-11.7% | $6,341-35.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |