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 | $186,996 | $104,664+78.7% | $85,682+118.2% | $167,490+11.6% |
| Participation rate | 92.9% | 76.4%+16.5pp | 69.9%+23.0pp | 82.1%+10.8pp |
| Annual return | 13.05% | 21.45%-8.4pp | 21.49%-8.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,730 | $3,337+71.7% | $2,618+118.9% | $4,837+18.5% |
| Participant deferral / active EE | $9,610 | $4,824+99.2% | $3,923+145.0% | $6,341+51.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |