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 | $165,646 | $95,416+73.6% | $185,823-10.9% | $85,850+92.9% |
| Participation rate | 97.5% | 68.8%+28.7pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 15.34% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,489 | $3,314-24.9% | $5,167-51.8% | $2,565-3.0% |
| Participant deferral / active EE | $4,283 | $3,423+25.1% | $5,568-23.1% | $3,952+8.4% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |