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 | $182,652 | $104,974+74.0% | $95,585+91.1% | $142,382+28.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 10.57% | 210.33%-199.8pp | 38.56%-28.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,451 | $2,779-47.8% | $2,527-42.6% | $4,299-66.2% |
| Participant deferral / active EE | $12,125 | $4,352+178.6% | $4,023+201.4% | $6,507+86.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |