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 | $174,336 | $106,515+63.7% | $96,683+80.3% | $139,434+25.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 12.87% | 38.43%-25.6pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,842 | $4,103-6.4% | $3,737+2.8% | $4,751-19.1% |
| Participant deferral / active EE | $8,363 | $5,454+53.3% | $4,878+71.4% | $6,710+24.6% |
| Admin fee / account holder | $154 | $7,877-98.0% | $6,730-97.7% | $11,403-98.7% |