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 | $202,846 | $100,754+101.3% | $86,677+134.0% | $134,475+50.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.38% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,096 | $3,489+103.4% | $2,836+150.2% | $4,740+49.7% |
| Participant deferral / active EE | $14,714 | $5,338+175.6% | $4,656+216.0% | $6,400+129.9% |
| Admin fee / account holder | $104 | $10,926-99.0% | $7,493-98.6% | $11,426-99.1% |