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 | $163,215 | $117,859+38.5% | $102,438+59.3% | $145,959+11.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.13% | 31.72%-20.6pp | 29.37%-18.2pp | 561.95%-550.8pp |
| Employer contribution / active EE | $4,550 | $3,615+25.9% | $3,024+50.5% | $4,661-2.4% |
| Participant deferral / active EE | $7,688 | $5,732+34.1% | $5,054+52.1% | $6,689+14.9% |
| Admin fee / account holder | $22 | $13,318-99.8% | $9,448-99.8% | $13,398-99.8% |