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 | $187,891 | $112,096+67.6% | $95,952+95.8% | $158,922+18.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 8.68% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $4,545 | $3,198+42.1% | $2,541+78.9% | $4,761-4.5% |
| Participant deferral / active EE | $3,454 | $4,784-27.8% | $4,167-17.1% | $5,982-42.3% |
| Admin fee / account holder | $5 | $10,130-99.9% | $6,795-99.9% | $11,246-100.0% |