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 | $147,403 | $63,346+132.7% | $92,233+59.8% | $70,131+110.2% |
| Participation rate | 76.6% | 68.7%+7.9pp | 76.5%+0.1pp | 69.5%+7.1pp |
| Annual return | 18.44% | 530.12%-511.7pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,922 | $2,471-22.2% | $3,679-47.8% | $2,342-17.9% |
| Participant deferral / active EE | $3,478 | $2,854+21.9% | $3,897-10.7% | $3,332+4.4% |
| Admin fee / account holder | $255 | $3,840-93.4% | $5,194-95.1% | $4,645-94.5% |