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 | $173,759 | $115,770+50.1% | $101,248+71.6% | $158,922+9.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 12.85% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,780 | $4,175-33.4% | $3,660-24.0% | $4,761-41.6% |
| Participant deferral / active EE | $8,829 | $4,957+78.1% | $4,370+102.0% | $5,982+47.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |