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 | $181,382 | $98,240+84.6% | $82,313+120.4% | $147,584+22.9% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 22.20% | 30.85%-8.7pp | 25.88%-3.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $913 | $3,192-71.4% | $2,428-62.4% | $4,876-81.3% |
| Participant deferral / active EE | $5,951 | $4,383+35.8% | $3,706+60.6% | $5,439+9.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |