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 | $214,697 | $144,119+49.0% | $117,854+82.2% | $147,584+45.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 16.17% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,973 | $4,896-59.7% | $3,786-47.9% | $4,876-59.5% |
| Participant deferral / active EE | $2,183 | $5,316-58.9% | $4,482-51.3% | $5,439-59.9% |
| Admin fee / account holder | $1 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |