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 | $174,315 | $124,281+40.3% | $109,143+59.7% | $167,490+4.1% |
| Participation rate | 95.7% | 79.4%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 18.62% | 26.04%-7.4pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $4,025 | $4,207-4.3% | $3,722+8.1% | $4,837-16.8% |
| Participant deferral / active EE | $5,829 | $5,255+10.9% | $4,653+25.3% | $6,341-8.1% |
| Admin fee / account holder | -$9 | $7,970-100.1% | $6,752-100.1% | $12,309-100.1% |