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 | $169,153 | $99,652+69.7% | $78,778+114.7% | $147,584+14.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 22.44% | 47.28%-24.8pp | 35.62%-13.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $11,934 | $2,796+326.9% | $1,986+501.0% | $4,876+144.7% |
| Participant deferral / active EE | $1,897 | $3,664-48.2% | $2,958-35.9% | $5,439-65.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |