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 | $67,984 | $175,202-61.2% | $149,673-54.6% | $139,434-51.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.83% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $7,105 | $5,474+29.8% | $4,818+47.5% | $4,751+49.6% |
| Participant deferral / active EE | $8,087 | $6,519+24.1% | $5,680+42.4% | $6,710+20.5% |
| Admin fee / account holder | $91 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |