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 | $179,623 | $114,381+57.0% | $107,525+67.1% | $142,382+26.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 11.98% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,694 | $4,015-57.8% | $3,754-54.9% | $4,299-60.6% |
| Participant deferral / active EE | $8,259 | $5,564+48.4% | $5,116+61.4% | $6,507+26.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |