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 | $210,095 | $105,998+98.2% | $92,233+127.8% | $147,584+42.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 12.62% | 50.05%-37.4pp | 176.28%-163.7pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,173 | $4,333-49.9% | $3,679-41.0% | $4,876-55.4% |
| Participant deferral / active EE | $6,001 | $4,478+34.0% | $3,897+54.0% | $5,439+10.3% |
| Admin fee / account holder | $84 | $6,332-98.7% | $5,194-98.4% | $10,885-99.2% |