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 | $174,329 | $133,958+30.1% | $112,228+55.3% | $134,475+29.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -16.84% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,397 | $4,038-40.6% | $3,635-34.0% | $4,740-49.4% |
| Participant deferral / active EE | $10,193 | $5,291+92.7% | $4,728+115.6% | $6,400+59.3% |
| Admin fee / account holder | $188 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |