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 | $177,778 | $115,770+53.6% | $101,248+75.6% | $158,922+11.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 7.80% | 56.14%-48.3pp | 46.47%-38.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,671 | $4,175-60.0% | $3,660-54.3% | $4,761-64.9% |
| Participant deferral / active EE | $12,353 | $4,957+149.2% | $4,370+182.7% | $5,982+106.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |