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 | $158,135 | $102,966+53.6% | $90,281+75.2% | $152,861+3.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.96% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $6,086 | $3,139+93.9% | $2,854+113.2% | $4,762+27.8% |
| Participant deferral / active EE | $6,453 | $4,281+50.7% | $3,885+66.1% | $5,850+10.3% |
| Admin fee / account holder | $46 | $6,171-99.3% | $5,351-99.1% | $11,596-99.6% |