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 | $199,063 | $102,966+93.3% | $90,281+120.5% | $152,861+30.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 22.71% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,881 | $3,139-8.2% | $2,854+0.9% | $4,762-39.5% |
| Participant deferral / active EE | $9,283 | $4,281+116.8% | $3,885+138.9% | $5,850+58.7% |
| Admin fee / account holder | $94 | $6,171-98.5% | $5,351-98.2% | $11,596-99.2% |