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 | $171,390 | $99,020+73.1% | $86,590+97.9% | $147,584+16.1% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.15% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,277 | $3,132-27.3% | $2,839-19.8% | $4,876-53.3% |
| Participant deferral / active EE | $4,227 | $3,972+6.4% | $3,609+17.1% | $5,439-22.3% |
| Admin fee / account holder | $64 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |