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 | $230,174 | $154,117+49.4% | $129,995+77.1% | $139,434+65.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 26.05% | 32.48%-6.4pp | -137.18%+163.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,603 | $5,289-69.7% | $4,320-62.9% | $4,751-66.2% |
| Participant deferral / active EE | $12,312 | $6,710+83.5% | $5,820+111.5% | $6,710+83.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |