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 | $129,342 | $73,933+74.9% | $96,683+33.8% | $75,163+72.1% |
| Participation rate | 70.3% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.1pp |
| Annual return | 16.76% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $964 | $2,928-67.1% | $3,737-74.2% | $2,670-63.9% |
| Participant deferral / active EE | $6,308 | $3,659+72.4% | $4,878+29.3% | $4,125+52.9% |
| Admin fee / account holder | $58 | $5,216-98.9% | $6,730-99.1% | $5,651-99.0% |