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 | $188,461 | $152,587+23.5% | $125,175+50.6% | $152,861+23.3% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 16.98% | 54.84%-37.9pp | 43.79%-26.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,449 | $4,946-70.7% | $3,865-62.5% | $4,762-69.6% |
| Participant deferral / active EE | $3,792 | $5,868-35.4% | $4,937-23.2% | $5,850-35.2% |
| Admin fee / account holder | $250 | $13,434-98.1% | $9,702-97.4% | $11,596-97.8% |