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 | $142,673 | $102,966+38.6% | $90,281+58.0% | $152,861-6.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 34.23% | 95.16%-60.9pp | 78.10%-43.9pp | 345.32%-311.1pp |
| Employer contribution / active EE | $11,497 | $3,139+266.3% | $2,854+302.8% | $4,762+141.4% |
| Participant deferral / active EE | $5,937 | $4,281+38.7% | $3,885+52.8% | $5,850+1.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |