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 | $157,846 | $116,175+35.9% | $93,606+68.6% | $152,861+3.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 22.51% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,140 | $3,218-2.4% | $2,718+15.5% | $4,762-34.1% |
| Participant deferral / active EE | $11,548 | $4,603+150.9% | $4,069+183.8% | $5,850+97.4% |
| Admin fee / account holder | $20 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |