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 | $168,008 | $117,841+42.6% | $102,423+64.0% | $145,922+15.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 13.33% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,779 | $3,615-23.1% | $3,023-8.1% | $4,660-40.4% |
| Participant deferral / active EE | $11,176 | $5,731+95.0% | $5,053+121.2% | $6,688+67.1% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |