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 | $63,986 | $175,202-63.5% | $149,673-57.2% | $139,434-54.1% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 12.80% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,211 | $5,474-23.1% | $4,818-12.6% | $4,751-11.4% |
| Participant deferral / active EE | $4,514 | $6,519-30.7% | $5,680-20.5% | $6,710-32.7% |
| Admin fee / account holder | $151 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |