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 | $167,998 | $99,020+69.7% | $86,590+94.0% | $147,584+13.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 12.88% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,724 | $3,132+82.8% | $2,839+101.6% | $4,876+17.4% |
| Participant deferral / active EE | $4,413 | $3,972+11.1% | $3,609+22.3% | $5,439-18.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |