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 | $176,525 | $115,770+52.5% | $101,248+74.3% | $158,922+11.1% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 22.99% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $11,551 | $4,175+176.7% | $3,660+215.7% | $4,761+142.6% |
| Participant deferral / active EE | $5,451 | $4,957+10.0% | $4,370+24.7% | $5,982-8.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |