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 | $186,284 | $111,535+67.0% | $105,223+77.0% | $137,256+35.7% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 17.14% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,174 | $3,939-44.8% | $3,689-41.1% | $4,156-47.7% |
| Participant deferral / active EE | $4,944 | $5,500-10.1% | $5,072-2.5% | $6,407-22.8% |
| Admin fee / account holder | $276 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |