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 | $145,233 | $110,257+31.7% | $96,544+50.4% | $139,434+4.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 19.01% | 26.32%-7.3pp | 25.84%-6.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,487 | $3,620-58.9% | $2,965-49.9% | $4,751-68.7% |
| Participant deferral / active EE | $4,631 | $5,548-16.5% | $4,851-4.5% | $6,710-31.0% |
| Admin fee / account holder | $225 | $11,591-98.1% | $8,252-97.3% | $11,403-98.0% |