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 | $172,742 | $96,635+78.8% | $86,612+99.4% | $139,434+23.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 15.49% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,519 | $3,263-22.8% | $3,022-16.7% | $4,751-47.0% |
| Participant deferral / active EE | $12,391 | $4,836+156.2% | $4,438+179.2% | $6,710+84.7% |
| Admin fee / account holder | $32 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |