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 | $170,552 | $109,881+55.2% | $150,045+13.7% | $84,808+101.1% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.4pp | 68.3%+19.4pp |
| Annual return | 18.35% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,814 | $3,561+63.3% | $4,693+23.9% | $2,631+121.0% |
| Participant deferral / active EE | $14,448 | $6,636+117.7% | $7,997+80.7% | $4,212+243.1% |
| Admin fee / account holder | $122 | $8,568-98.6% | $13,435-99.1% | $7,344-98.3% |