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 | $177,815 | $116,175+53.1% | $93,606+90.0% | $152,861+16.3% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 22.76% | 35.96%-13.2pp | 32.76%-10.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,166 | $3,218-63.8% | $2,718-57.1% | $4,762-75.5% |
| Participant deferral / active EE | $4,454 | $4,603-3.3% | $4,069+9.5% | $5,850-23.9% |
| Admin fee / account holder | $238 | $10,748-97.8% | $7,888-97.0% | $11,596-98.0% |