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 | $161,853 | $105,859+52.9% | $90,160+79.5% | $147,584+9.7% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 23.94% | 37.63%-13.7pp | 34.88%-10.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $4,256 | $4,126+3.2% | $3,318+28.3% | $4,876-12.7% |
| Participant deferral / active EE | $13,055 | $5,733+127.7% | $5,288+146.9% | $5,439+140.0% |
| Admin fee / account holder | $246 | $8,046-96.9% | $5,943-95.9% | $10,885-97.7% |