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 | $247,424 | $144,119+71.7% | $117,854+109.9% | $147,584+67.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 16.58% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,843 | $4,896-21.5% | $3,786+1.5% | $4,876-21.2% |
| Participant deferral / active EE | $9,860 | $5,316+85.5% | $4,482+120.0% | $5,439+81.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |