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 | $204,366 | $123,909+64.9% | $69,647+193.4% | $145,922+40.1% |
| Participation rate | 86.7% | 69.2%+17.5pp | 66.5%+20.2pp | 80.3%+6.4pp |
| Annual return | 8.56% | 190.55%-182.0pp | 100.48%-91.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,827 | $2,682+5.4% | $1,712+65.1% | $4,660-39.3% |
| Participant deferral / active EE | $10,729 | $4,236+153.3% | $2,886+271.8% | $6,688+60.4% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |