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 | $183,077 | $127,065+44.1% | $113,168+61.8% | $142,382+28.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 21.35% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,492 | $3,442-27.6% | $2,975-16.2% | $4,299-42.0% |
| Participant deferral / active EE | $12,219 | $5,716+113.7% | $5,107+139.3% | $6,507+87.8% |
| Admin fee / account holder | $64 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |