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 | $154,013 | $112,096+37.4% | $95,952+60.5% | $158,922-3.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 12.42% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,156 | $3,198-32.6% | $2,541-15.2% | $4,761-54.7% |
| Participant deferral / active EE | $7,940 | $4,784+66.0% | $4,167+90.6% | $5,982+32.7% |
| Admin fee / account holder | $9 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |