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 | $133,482 | $104,251+28.0% | $91,001+46.7% | $147,584-9.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 16.95% | 27.06%-10.1pp | 4.60%+12.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,809 | $3,116-9.8% | $2,456+14.4% | $4,876-42.4% |
| Participant deferral / active EE | $8,570 | $4,195+104.3% | $3,547+141.6% | $5,439+57.6% |
| Admin fee / account holder | $168 | $8,948-98.1% | $5,417-96.9% | $10,885-98.5% |