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 | $159,063 | $106,515+49.3% | $96,683+64.5% | $139,434+14.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.42% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,473 | $4,103-39.7% | $3,737-33.8% | $4,751-47.9% |
| Participant deferral / active EE | $6,240 | $5,454+14.4% | $4,878+27.9% | $6,710-7.0% |
| Admin fee / account holder | $105 | $7,877-98.7% | $6,730-98.4% | $11,403-99.1% |