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 | $228,146 | $144,119+58.3% | $117,854+93.6% | $147,584+54.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 15.97% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,318 | $4,896-52.7% | $3,786-38.8% | $4,876-52.5% |
| Participant deferral / active EE | $5,448 | $5,316+2.5% | $4,482+21.6% | $5,439+0.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |