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 | $172,222 | $103,376+66.6% | $87,100+97.7% | $152,861+12.7% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 17.21% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,802 | $3,220-13.0% | $2,521+11.1% | $4,762-41.2% |
| Participant deferral / active EE | $7,649 | $4,778+60.1% | $4,049+88.9% | $5,850+30.7% |
| Admin fee / account holder | $27 | $12,205-99.8% | $7,497-99.6% | $11,596-99.8% |