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 9-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 | $185,455 | $109,982+68.6% | $97,226+90.7% | $145,922+27.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.60% | 242.90%-231.3pp | 75.13%-63.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $890 | $3,084-71.1% | $2,729-67.4% | $4,660-80.9% |
| Participant deferral / active EE | $12,200 | $4,676+160.9% | $4,264+186.1% | $6,688+82.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |