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 | $147,355 | $84,233+74.9% | $170,442-13.5% | $70,131+110.1% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 17.80% | 23.06%-5.3pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,455 | $3,387-57.0% | $5,433-73.2% | $2,342-37.9% |
| Participant deferral / active EE | $3,831 | $3,086+24.2% | $4,939-22.4% | $3,332+15.0% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |