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 | $157,463 | $98,750+59.5% | $149,696+5.2% | $79,858+97.2% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 16.35% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,835 | $3,216-11.9% | $4,644-39.0% | $2,471+14.7% |
| Participant deferral / active EE | $8,438 | $5,680+48.6% | $6,842+23.3% | $3,740+125.6% |
| Admin fee / account holder | $290 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |