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 | $166,979 | $99,020+68.6% | $86,590+92.8% | $147,584+13.1% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 11.79% | 1312.34%-1300.5pp | 964.84%-953.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,319 | $3,132-57.9% | $2,839-53.5% | $4,876-72.9% |
| Participant deferral / active EE | $7,064 | $3,972+77.8% | $3,609+95.8% | $5,439+29.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |