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 | $167,724 | $117,841+42.3% | $102,423+63.8% | $145,922+14.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 13.58% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,543 | $3,615-29.6% | $3,023-15.9% | $4,660-45.4% |
| Participant deferral / active EE | $6,519 | $5,731+13.8% | $5,053+29.0% | $6,688-2.5% |
| Admin fee / account holder | $9 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |