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 | $175,305 | $115,882+51.3% | $100,516+74.4% | $158,922+10.3% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 21.59% | 34.79%-13.2pp | 30.89%-9.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $5,680 | $4,103+38.4% | $3,418+66.2% | $4,761+19.3% |
| Participant deferral / active EE | $5,680 | $6,674-14.9% | $6,270-9.4% | $5,982-5.1% |
| Admin fee / account holder | $95 | $10,995-99.1% | $8,081-98.8% | $11,246-99.2% |