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 | $114,768 | $102,616+11.8% | $81,983+40.0% | $158,922-27.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 17.98% | 61.04%-43.1pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,454 | $3,240-55.1% | $2,498-41.8% | $4,761-69.5% |
| Participant deferral / active EE | $2,967 | $4,648-36.2% | $3,722-20.3% | $5,982-50.4% |
| Admin fee / account holder | $41 | $8,235-99.5% | $5,664-99.3% | $11,246-99.6% |