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 | $178,918 | $124,185+44.1% | $108,410+65.0% | $167,490+6.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.28% | 1379.64%-1364.4pp | 905.27%-890.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,408 | $4,187-66.4% | $3,558-60.4% | $4,837-70.9% |
| Participant deferral / active EE | $2,442 | $6,908-64.7% | $6,563-62.8% | $6,341-61.5% |
| Admin fee / account holder | $201 | $9,455-97.9% | $7,295-97.3% | $12,309-98.4% |