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 | $192,941 | $112,881+70.9% | $90,951+112.1% | $158,922+21.4% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 18.71% | 215.79%-197.1pp | 134.60%-115.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,327 | $2,893-54.1% | $2,122-37.4% | $4,761-72.1% |
| Participant deferral / active EE | $6,971 | $4,128+68.9% | $3,373+106.7% | $5,982+16.5% |
| Admin fee / account holder | $12 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |