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 | $169,936 | $108,919+56.0% | $100,391+69.3% | $145,922+16.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.79% | 57.88%-39.1pp | 49.20%-30.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,026 | $4,419-54.1% | $3,942-48.6% | $4,660-56.5% |
| Participant deferral / active EE | $7,100 | $8,445-15.9% | $8,082-12.1% | $6,688+6.2% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |