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 | $183,845 | $124,319+47.9% | $111,297+65.2% | $167,490+9.8% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 9.65% | 37.44%-27.8pp | 54.65%-45.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,972 | $3,435-42.6% | $2,731-27.8% | $4,837-59.2% |
| Participant deferral / active EE | $6,692 | $5,180+29.2% | $4,487+49.1% | $6,341+5.5% |
| Admin fee / account holder | $135 | $10,618-98.7% | $7,964-98.3% | $12,309-98.9% |