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 | $172,389 | $97,757+76.3% | $83,848+105.6% | $135,375+27.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.20% | 1287.37%-1279.2pp | 850.88%-842.7pp | 519.73%-511.5pp |
| Employer contribution / active EE | $2,106 | $4,222-50.1% | $3,631-42.0% | $4,779-55.9% |
| Participant deferral / active EE | $7,984 | $4,682+70.5% | $4,082+95.6% | $5,609+42.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |