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 | $137,111 | $104,251+31.5% | $91,001+50.7% | $147,584-7.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 10.52% | 27.06%-16.5pp | 4.60%+5.9pp | 578.55%-568.0pp |
| Employer contribution / active EE | $834 | $3,116-73.2% | $2,456-66.0% | $4,876-82.9% |
| Participant deferral / active EE | $3,112 | $4,195-25.8% | $3,547-12.3% | $5,439-42.8% |
| Admin fee / account holder | $194 | $8,948-97.8% | $5,417-96.4% | $10,885-98.2% |