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 | $158,524 | $91,037+74.1% | $71,671+121.2% | $147,584+7.4% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 14.32% | 20.48%-6.2pp | 20.65%-6.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,246 | $3,327-62.6% | $2,460-49.3% | $4,876-74.4% |
| Participant deferral / active EE | $8,645 | $4,498+92.2% | $3,438+151.5% | $5,439+59.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |