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 9-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 | $182,652 | $105,998+72.3% | $92,233+98.0% | $147,584+23.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 14.74% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,770 | $4,333-36.1% | $3,679-24.7% | $4,876-43.2% |
| Participant deferral / active EE | $9,604 | $4,478+114.5% | $3,897+146.5% | $5,439+76.6% |
| Admin fee / account holder | $231 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |