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 | $219,208 | $104,251+110.3% | $91,001+140.9% | $147,584+48.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 16.90% | 27.06%-10.2pp | 4.60%+12.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $523 | $3,116-83.2% | $2,456-78.7% | $4,876-89.3% |
| Participant deferral / active EE | $2,091 | $4,195-50.2% | $3,547-41.1% | $5,439-61.6% |
| Admin fee / account holder | $8 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |