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 | $164,181 | $90,503+81.4% | $78,689+108.6% | $273,961-40.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 8.90% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,101 | $3,176+29.1% | $2,851+43.9% | $4,869-15.8% |
| Participant deferral / active EE | $7,348 | $3,901+88.4% | $3,517+108.9% | $5,287+39.0% |
| Admin fee / account holder | $88 | $5,263-98.3% | $4,510-98.1% | $10,132-99.1% |