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 | $184,699 | $114,047+62.0% | $96,139+92.1% | $167,490+10.3% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 15.59% | 189.88%-174.3pp | 191.94%-176.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,638 | $3,427+35.3% | $2,797+65.8% | $4,837-4.1% |
| Participant deferral / active EE | $11,794 | $5,194+127.1% | $4,349+171.2% | $6,341+86.0% |
| Admin fee / account holder | $8 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |