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 | $222,964 | $105,998+110.3% | $92,233+141.7% | $147,584+51.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 13.63% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $797 | $4,333-81.6% | $3,679-78.3% | $4,876-83.7% |
| Participant deferral / active EE | $5,238 | $4,478+17.0% | $3,897+34.4% | $5,439-3.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |