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 | $167,596 | $124,319+34.8% | $111,297+50.6% | $167,490+0.1% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 24.65% | 37.44%-12.8pp | 54.65%-30.0pp | 478.56%-453.9pp |
| Employer contribution / active EE | $2,474 | $3,435-28.0% | $2,731-9.4% | $4,837-48.9% |
| Participant deferral / active EE | $6,169 | $5,180+19.1% | $4,487+37.5% | $6,341-2.7% |
| Admin fee / account holder | $96 | $10,618-99.1% | $7,964-98.8% | $12,309-99.2% |