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 | $179,084 | $87,166+105.5% | $76,735+133.4% | $137,256+30.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 19.76% | 26.50%-6.7pp | 29.77%-10.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,191 | $2,904-59.0% | $2,454-51.5% | $4,156-71.4% |
| Participant deferral / active EE | $6,285 | $4,726+33.0% | $4,088+53.7% | $6,407-1.9% |
| Admin fee / account holder | $150 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |