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 | $138,704 | $107,452+29.1% | $91,541+51.5% | $142,382-2.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 15.68% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,710 | $2,994-42.9% | $2,505-31.7% | $4,299-60.2% |
| Participant deferral / active EE | $1,362 | $4,754-71.3% | $4,008-66.0% | $6,507-79.1% |
| Admin fee / account holder | $137 | $8,834-98.5% | $6,956-98.0% | $12,624-98.9% |