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 | $135,807 | $100,041+35.8% | $149,718-9.3% | $70,131+93.6% |
| Participation rate | 82.8% | 83.6%-0.8pp | 87.1%-4.3pp | 69.5%+13.2pp |
| Annual return | 13.69% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,503 | $3,662-31.6% | $5,445-54.0% | $2,342+6.9% |
| Participant deferral / active EE | $5,883 | $4,983+18.1% | $6,569-10.4% | $3,332+76.6% |
| Admin fee / account holder | $47 | $8,286-99.4% | $11,283-99.6% | $4,645-99.0% |