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 | $187,397 | $144,119+30.0% | $117,854+59.0% | $147,584+27.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 23.62% | 531.15%-507.5pp | 335.08%-311.5pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,468 | $4,896-49.6% | $3,786-34.8% | $4,876-49.4% |
| Participant deferral / active EE | $11,697 | $5,316+120.0% | $4,482+161.0% | $5,439+115.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |