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 | $147,827 | $214,378-31.0% | $200,582-26.3% | $142,382+3.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.39% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,411 | $6,841+81.4% | $6,419+93.4% | $4,299+188.7% |
| Participant deferral / active EE | $10,707 | $9,865+8.5% | $9,331+14.7% | $6,507+64.5% |
| Admin fee / account holder | $6 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |