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 | $178,232 | $152,587+16.8% | $125,175+42.4% | $152,861+16.6% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 23.55% | 54.84%-31.3pp | 43.79%-20.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,422 | $4,946-30.8% | $3,865-11.5% | $4,762-28.2% |
| Participant deferral / active EE | $10,440 | $5,868+77.9% | $4,937+111.5% | $5,850+78.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |