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 | $191,941 | $96,305+99.3% | $80,569+138.2% | $139,434+37.7% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 14.77% | 1350.08%-1335.3pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,440 | $3,262-55.9% | $2,723-47.1% | $4,751-69.7% |
| Participant deferral / active EE | $3,727 | $5,232-28.8% | $4,447-16.2% | $6,710-44.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |