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 | $182,304 | $105,998+72.0% | $92,233+97.7% | $147,584+23.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 24.40% | 50.05%-25.7pp | 176.28%-151.9pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,552 | $4,333-64.2% | $3,679-57.8% | $4,876-68.2% |
| Participant deferral / active EE | $3,385 | $4,478-24.4% | $3,897-13.1% | $5,439-37.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |