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 | $186,510 | $106,515+75.1% | $96,683+92.9% | $139,434+33.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 13.02% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $11,561 | $4,103+181.8% | $3,737+209.4% | $4,751+143.3% |
| Participant deferral / active EE | $6,037 | $5,454+10.7% | $4,878+23.8% | $6,710-10.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |