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 | $104,099 | $185,822-44.0% | $169,993-38.8% | $139,434-25.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 21.27% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $6,148 | $7,590-19.0% | $6,785-9.4% | $4,751+29.4% |
| Participant deferral / active EE | $18,951 | $11,622+63.1% | $10,408+82.1% | $6,710+182.4% |
| Admin fee / account holder | $82 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |