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 | $171,023 | $127,065+34.6% | $113,168+51.1% | $142,382+20.1% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,476 | $3,442+59.1% | $2,975+84.1% | $4,299+27.4% |
| Participant deferral / active EE | $5,869 | $5,716+2.7% | $5,107+14.9% | $6,507-9.8% |
| Admin fee / account holder | $82 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |