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 | $180,261 | $117,983+52.8% | $101,794+77.1% | $142,382+26.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.37% | 36.92%-21.5pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,871 | $2,773+75.7% | $2,289+112.8% | $4,299+13.3% |
| Participant deferral / active EE | $5,842 | $4,714+23.9% | $4,084+43.0% | $6,507-10.2% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |