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 | $197,776 | $115,770+70.8% | $101,248+95.3% | $158,922+24.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.33% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,860 | $4,175-31.5% | $3,660-21.8% | $4,761-39.9% |
| Participant deferral / active EE | $6,397 | $4,957+29.0% | $4,370+46.4% | $5,982+6.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |