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 | $167,769 | $108,172+55.1% | $77,482+116.5% | $158,922+5.6% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 24.75% | 31.67%-6.9pp | 54.79%-30.0pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,194 | $1,325+65.6% | $986+122.4% | $4,761-53.9% |
| Participant deferral / active EE | $7,897 | $2,456+221.5% | $1,861+324.3% | $5,982+32.0% |
| Admin fee / account holder | $68 | $3,708-98.2% | $2,858-97.6% | $11,246-99.4% |