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 | $133,182 | $83,477+59.5% | $125,175+6.4% | $72,985+82.5% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+14.0pp | 69.5%+24.3pp |
| Annual return | 20.93% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,321 | $2,345+41.6% | $3,865-14.1% | $2,440+36.1% |
| Participant deferral / active EE | $7,964 | $3,585+122.1% | $4,937+61.3% | $3,607+120.8% |
| Admin fee / account holder | $69 | $5,517-98.7% | $9,702-99.3% | $5,124-98.6% |