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 | $102,961 | $63,346+62.5% | $92,233+11.6% | $70,131+46.8% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 20.24% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $625 | $2,471-74.7% | $3,679-83.0% | $2,342-73.3% |
| Participant deferral / active EE | $5,200 | $2,854+82.2% | $3,897+33.5% | $3,332+56.1% |
| Admin fee / account holder | $143 | $3,840-96.3% | $5,194-97.2% | $4,645-96.9% |