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 | $202,119 | $176,377+14.6% | $134,143+50.7% | $158,922+27.2% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 16.22% | 63.63%-47.4pp | 36.33%-20.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,452 | $5,040-51.4% | $3,704-33.8% | $4,761-48.5% |
| Participant deferral / active EE | $4,352 | $4,091+6.4% | $3,499+24.4% | $5,982-27.2% |
| Admin fee / account holder | $59 | $8,718-99.3% | $6,684-99.1% | $11,246-99.5% |