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 | $206,079 | $102,828+100.4% | $105,387+95.5% | $152,861+34.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.92% | 20.85%-0.9pp | 26.82%-6.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,115 | $4,473-30.3% | $4,213-26.1% | $4,762-34.6% |
| Participant deferral / active EE | $9,782 | $5,465+79.0% | $5,502+77.8% | $5,850+67.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |