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 | $166,923 | $107,334+55.5% | $92,893+79.7% | $152,861+9.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 22.66% | 145.58%-122.9pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,514 | $4,221-64.1% | $3,653-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $6,708 | $4,845+38.5% | $4,236+58.3% | $5,850+14.7% |
| Admin fee / account holder | $264 | $7,079-96.3% | $5,794-95.4% | $11,596-97.7% |