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 | $177,139 | $107,334+65.0% | $92,893+90.7% | $152,861+15.9% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 20.15% | 145.58%-125.4pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,831 | $4,221-56.6% | $3,653-49.9% | $4,762-61.6% |
| Participant deferral / active EE | $6,948 | $4,845+43.4% | $4,236+64.0% | $5,850+18.8% |
| Admin fee / account holder | $123 | $7,079-98.3% | $5,794-97.9% | $11,596-98.9% |