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 | $188,397 | $118,849+58.5% | $96,562+95.1% | $167,490+12.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 18.53% | 50.49%-32.0pp | 37.78%-19.3pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,633 | $3,120-47.7% | $2,356-30.7% | $4,837-66.2% |
| Participant deferral / active EE | $5,478 | $4,616+18.7% | $3,849+42.3% | $6,341-13.6% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |