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 | $113,660 | $175,202-35.1% | $149,673-24.1% | $139,434-18.5% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 18.42% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,251 | $5,474-77.2% | $4,818-74.0% | $4,751-73.7% |
| Participant deferral / active EE | $6,446 | $6,519-1.1% | $5,680+13.5% | $6,710-3.9% |
| Admin fee / account holder | $269 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |