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 | $123,749 | $226,064-45.3% | $182,532-32.2% | $152,861-19.0% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.0%+1.0pp | 82.4%-3.5pp |
| Annual return | 22.37% | 192.51%-170.1pp | 148.54%-126.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,965 | $4,978-40.4% | $4,076-27.3% | $4,762-37.7% |
| Participant deferral / active EE | $7,252 | $6,368+13.9% | $5,524+31.3% | $5,850+24.0% |
| Admin fee / account holder | $177 | $10,703-98.3% | $8,592-97.9% | $11,596-98.5% |