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 | $169,267 | $110,257+53.5% | $96,544+75.3% | $139,434+21.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.63% | 26.32%-3.7pp | 25.84%-3.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,537 | $3,620-2.3% | $2,965+19.3% | $4,751-25.6% |
| Participant deferral / active EE | $8,325 | $5,548+50.1% | $4,851+71.6% | $6,710+24.1% |
| Admin fee / account holder | $8 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |