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 | $172,434 | $90,503+90.5% | $78,689+119.1% | $273,961-37.1% |
| Participation rate | 91.3% | 76.5%+14.8pp | 73.6%+17.7pp | 83.0%+8.3pp |
| Annual return | 2.15% | 75.60%-73.5pp | 62.18%-60.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $5,191 | $3,176+63.4% | $2,851+82.1% | $4,869+6.6% |
| Participant deferral / active EE | $7,993 | $3,901+104.9% | $3,517+127.3% | $5,287+51.2% |
| Admin fee / account holder | $82 | $5,263-98.5% | $4,510-98.2% | $10,132-99.2% |