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 | $164,370 | $105,931+55.2% | $81,930+100.6% | $158,922+3.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 17.00% | 38.17%-21.2pp | 29.49%-12.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,671 | $7,800-78.6% | $4,310-61.2% | $4,761-64.9% |
| Participant deferral / active EE | $2,269 | $13,003-82.5% | $7,107-68.1% | $5,982-62.1% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |