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 | $168,229 | $118,680+41.8% | $98,907+70.1% | $158,922+5.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.09% | 372.35%-366.3pp | 196.43%-190.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,167 | $3,333-35.0% | $2,689-19.4% | $4,761-54.5% |
| Participant deferral / active EE | $7,381 | $5,088+45.1% | $4,244+73.9% | $5,982+23.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |