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 | $177,574 | $106,584+66.6% | $101,326+75.3% | $142,382+24.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 13.21% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,233 | $3,956-43.6% | $3,665-39.1% | $4,299-48.1% |
| Participant deferral / active EE | $7,921 | $8,297-4.5% | $7,994-0.9% | $6,507+21.7% |
| Admin fee / account holder | $31 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |