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 | $133,581 | $103,376+29.2% | $87,100+53.4% | $152,861-12.6% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 20.92% | 28.10%-7.2pp | 28.19%-7.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $767 | $3,220-76.2% | $2,521-69.6% | $4,762-83.9% |
| Participant deferral / active EE | $5,160 | $4,778+8.0% | $4,049+27.4% | $5,850-11.8% |
| Admin fee / account holder | $264 | $12,205-97.8% | $7,497-96.5% | $11,596-97.7% |