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 | $185,060 | $94,625+95.6% | $116,228+59.2% | $84,808+118.2% |
| Participation rate | 86.0% | 70.4%+15.6pp | 74.6%+11.5pp | 68.3%+17.7pp |
| Annual return | 13.62% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,053 | $2,347-12.5% | $2,994-31.4% | $2,631-22.0% |
| Participant deferral / active EE | $4,159 | $3,972+4.7% | $4,953-16.0% | $4,212-1.3% |
| Admin fee / account holder | $81 | $10,091-99.2% | $11,989-99.3% | $7,344-98.9% |