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 | $165,578 | $105,998+56.2% | $92,233+79.5% | $147,584+12.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 88.01% | 50.05%+38.0pp | 176.28%-88.3pp | 578.55%-490.5pp |
| Employer contribution / active EE | $1,710 | $4,333-60.5% | $3,679-53.5% | $4,876-64.9% |
| Participant deferral / active EE | $2,640 | $4,478-41.1% | $3,897-32.3% | $5,439-51.5% |
| Admin fee / account holder | $235 | $6,332-96.3% | $5,194-95.5% | $10,885-97.8% |