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 | $155,220 | $98,240+58.0% | $82,313+88.6% | $147,584+5.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 24.99% | 30.85%-5.9pp | 25.88%-0.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $2,171 | $3,192-32.0% | $2,428-10.6% | $4,876-55.5% |
| Participant deferral / active EE | $5,174 | $4,383+18.0% | $3,706+39.6% | $5,439-4.9% |
| Admin fee / account holder | $8 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |