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 | $163,096 | $124,281+31.2% | $109,143+49.4% | $167,490-2.6% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 16.85% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,331 | $4,207-44.6% | $3,722-37.4% | $4,837-51.8% |
| Participant deferral / active EE | $8,625 | $5,255+64.1% | $4,653+85.4% | $6,341+36.0% |
| Admin fee / account holder | $171 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |