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 | $160,813 | $118,919+35.2% | $88,538+81.6% | $152,861+5.2% |
| Participation rate | 70.0% | 73.4%-3.4pp | 68.7%+1.3pp | 82.4%-12.4pp |
| Annual return | 29.56% | 47.92%-18.4pp | 43.64%-14.1pp | 345.32%-315.8pp |
| Employer contribution / active EE | $6,278 | $2,669+135.2% | $2,098+199.2% | $4,762+31.8% |
| Participant deferral / active EE | $2,153 | $3,549-39.3% | $2,914-26.1% | $5,850-63.2% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |