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 | $229,969 | $115,770+98.6% | $101,248+127.1% | $158,922+44.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.27% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,256 | $4,175-45.9% | $3,660-38.3% | $4,761-52.6% |
| Participant deferral / active EE | $10,400 | $4,957+109.8% | $4,370+138.0% | $5,982+73.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |