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 | $197,200 | $99,652+97.9% | $78,778+150.3% | $147,584+33.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 18.73% | 47.28%-28.6pp | 35.62%-16.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,535 | $2,796-9.3% | $1,986+27.6% | $4,876-48.0% |
| Participant deferral / active EE | $3,067 | $3,664-16.3% | $2,958+3.7% | $5,439-43.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |