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 | $172,505 | $107,334+60.7% | $92,893+85.7% | $152,861+12.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.75% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,340 | $4,221-44.6% | $3,653-35.9% | $4,762-50.9% |
| Participant deferral / active EE | $4,171 | $4,845-13.9% | $4,236-1.5% | $5,850-28.7% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |